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iShares FTSE NAREIT Real Est 50 Ind shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management 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 Copia Wealth Management 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 1.2k 58.72
2025-06-30 $71k 1.2k 56.56
2025-03-31 $72k 1.2k 57.60
2024-12-31 $72k 1.2k 57.31

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
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Trust Co of Tennessee
Morgan Stanley
HPM Partners
Johns Hopkins University
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LPL Financial
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CI Private Wealth
Mission Wealth Management
HighTower Advisors
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View all funds holding iShares FTSE NAREIT Real Est 50 Ind