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iShares FTSE NAREIT Real Est 50 Ind shares owned by Landmark Wealth Management

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

Historical chart of Landmark Wealth Management 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 Landmark Wealth Management 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 Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 6.4k 61.63
2024-03-31 $377k 7.0k 53.76
2023-12-31 $362k 6.7k 54.33
2023-09-30 $278k 5.9k 47.12
2023-03-31 $243k 4.8k 50.39
2022-03-31 $290k 4.5k 64.76

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
T Rowe Price Etf Total Return Etf (TOTR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Proshares Tr Russ 2000 Divd (SMDV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Landmark Wealth Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
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Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind