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iShares FTSE NAREIT Real Est 50 Ind shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in iShares FTSE NAREIT Real Est 50 Ind

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 20240.4M0.6M0.8M1M1.2M10k15k20k
Value ($)Share countHistorical USRT position of Integrated Wealth Concepts Source: stockzoa.comValue ($)Share count

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All positions including iShares FTSE NAREIT Real Est 50 Ind held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 20k 61.57
2024-06-30 $1.1M 20k 53.56
2024-03-31 $578k 11k 53.80
2023-09-30 $482k 10k 47.18
2023-06-30 $358k 7.0k 51.41