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iShares FTSE NAREIT Real Est 50 Ind shares owned by ERn Financial

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

Historical chart of ERn Financial 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 ERn Financial 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 ERn Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 169k 53.80
2023-12-31 $8.8M 168k 52.24
2023-09-30 $7.8M 166k 47.18
2023-06-30 $7.5M 146k 51.41
2023-03-31 $7.2M 144k 50.40
2022-12-31 $6.7M 135k 49.45
2022-09-30 $6.5M 137k 47.50
2022-06-30 $7.2M 136k 53.40
2022-03-31 $9.7M 150k 64.65
2021-12-31 $11M 160k 67.59
2021-09-30 $9.4M 160k 58.65
2021-06-30 $9.3M 159k 58.34
2021-03-31 $8.4M 161k 52.40
2020-12-31 $7.8M 161k 48.41
2020-09-30 $6.3M 144k 43.74
2020-06-30 $6.2M 142k 43.48
2020-03-31 $6.8M 174k 39.17
2019-12-31 $8.2M 151k 54.59
2019-09-30 $4.3M 77k 55.54
2019-06-30 $3.7M 72k 52.02
2019-03-31 $3.5M 69k 50.41
2018-12-31 $1.5M 33k 44.86

More positions owned by ERn Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for ERn Financial

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
Wealth Enhancement Advisory Services
Mission Wealth Management
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