iShares FTSE NAREIT Real Est 50 Ind shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services 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 Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 778k | 58.72 |
| 2025-06-30 | $42M | 739k | 56.56 |
| 2025-03-31 | $42M | 728k | 57.60 |
| 2024-12-31 | $44M | 764k | 57.31 |
| 2024-09-30 | $45M | 734k | 61.57 |
| 2024-06-30 | $38M | 715k | 53.56 |
| 2024-03-31 | $36M | 664k | 53.80 |
| 2023-12-31 | $24M | 443k | 54.29 |
| 2023-09-30 | $14M | 305k | 47.18 |
| 2023-06-30 | $12M | 236k | 51.41 |
| 2023-03-31 | $7.6M | 151k | 50.40 |
| 2022-12-31 | $6.5M | 131k | 49.45 |
| 2022-09-30 | $8.7M | 184k | 47.50 |
| 2022-06-30 | $9.9M | 185k | 53.40 |
| 2022-03-31 | $12M | 187k | 64.65 |
| 2021-12-31 | $15M | 221k | 67.59 |
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