iShares FTSE NAREIT Real Est 50 Ind shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 71k | 32.00 |
| 2025-06-30 | $2.4M | 81k | 30.00 |
| 2025-03-31 | $2.7M | 86k | 31.00 |
| 2024-12-31 | $2.6M | 88k | 30.00 |
| 2024-09-30 | $3.0M | 95k | 32.00 |
| 2024-06-30 | $2.8M | 98k | 28.00 |
| 2024-03-31 | $2.8M | 101k | 28.00 |
| 2023-12-31 | $5.6M | 102k | 54.29 |
Top funds holding iShares FTSE NAREIT Real Est 50 Ind
View all funds holding iShares FTSE NAREIT Real Est 50 Ind