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

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

Historical chart of Gimbal 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 Gimbal 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 Gimbal Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $10M 154k 66.45

More positions owned by Gimbal Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Eli Lilly & Co. Put Option (LLY)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust St Str Sp Retail (XRT)
Ishares Tr Us Trsprtion (IYT)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Texas Instruments Incorporated (TXN)
Apple (AAPL)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Calumet (CLMT)

View all positions for Gimbal Financial

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Rakuten Investment Management
Trust Co of Tennessee
Savant Capital Management
Morgan Stanley
HPM Partners
Disciplina Capital Management
Fifth Third Bancorp
Prime Capital Investment Advisors
LPL Financial
Two Sigma Investments
Blueprint Investment Partners
CI Private Wealth

View all funds holding iShares FTSE NAREIT Real Est 50 Ind