iShares FTSE NAREIT Real Est 50 Ind shares owned by Helen Stephens Group
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Helen Stephens Group
from 13F filings
Historical chart of Helen Stephens Group investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Helen Stephens Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $745k | 12k | 61.57 |
| 2024-06-30 | $653k | 12k | 53.56 |
| 2024-03-31 | $927k | 17k | 53.80 |
| 2023-12-31 | $1.1M | 20k | 54.29 |
| 2023-09-30 | $804k | 17k | 47.18 |
| 2023-06-30 | $984k | 19k | 51.41 |
| 2023-03-31 | $973k | 19k | 50.40 |
| 2022-12-31 | $966k | 20k | 49.45 |
| 2022-09-30 | $1.5M | 31k | 47.51 |
| 2022-06-30 | $548k | 10k | 53.43 |
| 2022-03-31 | $269k | 4.2k | 64.62 |
| 2021-12-31 | $229k | 3.4k | 67.73 |
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