Kathleen S. Wright Associates »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in iShares FTSE NAREIT Real Est 50 Ind

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All positions including iShares FTSE NAREIT Real Est 50 Ind held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6k 28 57.32
2024-09-30 $1.7k 28 61.57

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Bank of America Corporation
Morgan Stanley
LPL Financial
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Wealth Enhancement Advisory Services
Mission Wealth Management
Envestnet Asset Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind