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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
2024-03-31 $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

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Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Waste Management (WM)
Mondelez Intl Cl A (MDLZ)
McDonald's Corporation (MCD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)

View all positions for CIC Wealth

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind