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iShares FTSE NAREIT Real Est 50 Ind shares owned by Integrated Wealthcare

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

Historical chart of Integrated Wealthcare 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 Integrated Wealthcare 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 Wealthcare

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 31k 56.96

More positions owned by Integrated Wealthcare

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Integrated Wealthcare

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
HPM Partners
Heritage Financial Services
Disciplina Capital Management
Rakuten Investment Management
LPL Financial
CI Private Wealth
Envestnet Asset Management
HighTower Advisors
Apollon Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services

View all funds holding iShares FTSE NAREIT Real Est 50 Ind