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iShares FTSE NAREIT Real Est 50 Ind shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 334k 54.29
2023-09-30 $17M 350k 47.18
2022-03-31 $8.3M 129k 64.65
2021-12-31 $6.5M 96k 67.59
2021-09-30 $4.5M 77k 58.65
2021-06-30 $3.7M 63k 58.34
2021-03-31 $2.7M 51k 52.40

More positions owned by Financial & Tax Architects

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Proshares Tr Pshs Ult S&p 500 (SSO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult Mcap400 (MVV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
International Business Machines (IBM)
Caterpillar (CAT)

View all positions for Financial & Tax Architects

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