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iShares FTSE NAREIT Real Est 50 Ind shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial Advisors 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 McMahon Financial Advisors 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 22k 61.57
2024-06-30 $1.2M 23k 53.56
2024-03-31 $1.2M 22k 53.80
2023-12-31 $1.2M 22k 54.29
2023-09-30 $1.0M 22k 47.18

More positions owned by McMahon Financial Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)
Vanguard World Mega Cap Val Etf (MGV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Global Energ Etf (IXC)
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)

View all positions for McMahon Financial Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
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