Moisand Fitzgerald Tamayo »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 34k 53.80
2023-12-31 $2.9M 53k 54.29
2023-09-30 $4.9M 104k 47.18
2023-06-30 $5.3M 103k 51.41
2023-03-31 $5.0M 100k 50.40
2022-12-31 $4.5M 92k 49.45
2022-09-30 $4.1M 86k 47.50
2022-06-30 $4.4M 82k 53.40
2022-03-31 $3.4M 53k 64.66
2021-12-31 $5.5M 81k 67.59
2021-09-30 $5.0M 85k 58.65
2021-06-30 $4.9M 84k 58.34
2021-03-31 $4.2M 81k 52.40
2020-12-31 $3.8M 79k 48.41
2020-09-30 $3.4M 77k 43.74
2020-06-30 $3.3M 75k 43.49
2020-03-31 $2.7M 70k 39.16
2019-12-31 $3.2M 58k 54.59
2019-09-30 $3.1M 57k 55.54
2019-06-30 $2.9M 56k 52.02
2019-03-31 $2.8M 55k 51.72
2018-12-31 $2.5M 56k 44.85
2018-09-30 $2.7M 56k 48.38
2018-06-30 $2.8M 57k 49.16
2018-03-31 $2.6M 57k 45.07

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind