iShares FTSE NAREIT Real Est 50 Ind shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth 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 Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $894k | 15k | 58.72 |
| 2025-06-30 | $847k | 15k | 56.56 |
| 2025-03-31 | $773k | 13k | 57.60 |
| 2024-12-31 | $673k | 12k | 57.31 |
| 2024-09-30 | $642k | 10k | 61.57 |
| 2024-06-30 | $413k | 7.7k | 53.56 |
| 2024-03-31 | $308k | 5.7k | 53.80 |
| 2023-12-31 | $311k | 5.7k | 54.29 |
| 2023-09-30 | $248k | 5.3k | 47.18 |
| 2023-06-30 | $213k | 4.1k | 51.41 |
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