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iShares FTSE NAREIT Real Est 50 Ind shares owned by CIC Wealth

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by CIC Wealth from 13F filings

Historical chart of CIC Wealth investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by CIC Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 108k 61.57
2024-06-30 $5.6M 105k 53.56
2024-03-31 $5.5M 101k 53.80
2023-12-31 $5.6M 104k 54.29
2023-09-30 $4.0M 85k 47.18
2023-06-30 $4.0M 78k 51.41
2023-03-31 $3.8M 75k 50.40
2022-12-31 $2.8M 57k 49.45

More positions owned by CIC Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Expnd Tec Sc Etf (IGM)
Pepsi (PEP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
McDonald's Corporation (MCD)
Waste Management (WM)
Mondelez Intl Cl A (MDLZ)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CIC Wealth

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind