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iShares FTSE NAREIT Real Est 50 Ind shares owned by Financial Planning Fort Collins

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

Historical chart of Financial Planning Fort Collins 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 Financial Planning Fort Collins 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 Financial Planning Fort Collins

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 46k 56.96

More positions owned by Financial Planning Fort Collins

Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Fidelity Merrimack Str Tr Systematic Mun (FMUN)
Ishares Tr Esg Optimized (SUSA)

View all positions for Financial Planning Fort Collins

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

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

View all funds holding iShares FTSE NAREIT Real Est 50 Ind