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iShares FTSE NAREIT Real Est 50 Ind shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 47k 58.72
2025-06-30 $2.5M 44k 56.56
2025-03-31 $2.4M 41k 57.60
2024-12-31 $2.3M 40k 57.31
2023-12-31 $5.6k 104 54.20
2023-09-30 $4.9k 104 47.11
2023-06-30 $5.3k 104 51.33
2023-03-31 $5.2k 104 50.32
2022-12-31 $5.1k 104 49.38
2022-09-30 $43k 904 47.57
2022-06-30 $48k 904 53.10
2022-03-31 $335k 5.2k 64.58
2021-12-31 $546k 8.1k 67.54
2021-09-30 $533k 9.1k 58.66
2021-06-30 $916k 16k 58.33
2021-03-31 $1.0M 19k 52.39
2020-12-31 $877k 18k 48.39
2020-09-30 $701k 16k 43.71
2020-06-30 $1.8M 40k 43.48
2020-03-31 $1.3M 34k 39.15
2019-12-31 $1.7M 31k 53.65
2019-09-30 $1.5M 28k 54.90
2019-06-30 $1.4M 26k 53.45
2019-03-31 $1.3M 25k 51.71
2018-12-31 $107k 2.4k 44.98
2018-09-30 $129k 2.7k 48.55

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
HPM Partners
Johns Hopkins University
Heritage Financial Services
Rakuten Investment Management
LPL Financial
Disciplina Capital Management
CI Private Wealth
Mission Wealth Management
HighTower Advisors
Apollon Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind