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iShares FTSE NAREIT Real Est 50 Ind shares owned by FormulaFolio Investments

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

Historical chart of FormulaFolio Investments 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 FormulaFolio Investments 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 FormulaFolio Investments

Quarter filed Position value Share count Share price at filing
2021-06-30 $954k 16k 58.32
2021-03-31 $931k 17k 55.61
2020-12-31 $1.5M 31k 48.43
2020-09-30 $1.4M 33k 43.73
2020-06-30 $796k 18k 43.46
2020-03-31 $642k 16k 39.16
2019-12-31 $15M 276k 54.59
2019-09-30 $13M 238k 55.55
2019-06-30 $10M 199k 52.02
2019-03-31 $9.7M 188k 51.72
2018-12-31 $3.5M 72k 48.38
2018-09-30 $3.5M 72k 48.38
2018-06-30 $3.0M 60k 49.15
2018-03-31 $2.3M 50k 45.07
2017-12-31 $33M 654k 49.61

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Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND)
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Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH)
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Ishares Trust Core Msci Total Etf Core Msci Total Etf (IXUS)
Northern Lights Fund Trust Iv Formula Folios Etf Formula Folios Etf

View all positions for FormulaFolio Investments

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Charles Schwab Investment Advisory
Us Bancorp
Bank of America Corporation
CI Private Wealth
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HPM Partners
Financial & Tax Architects
Jpmorgan Chase & Co
S. R. Schill & Associates

View all funds holding iShares FTSE NAREIT Real Est 50 Ind