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iShares FTSE NAREIT Real Est 50 Ind shares owned by MPS Loria Financial Planners

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

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners 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 MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 247k 58.69
2025-06-30 $14M 240k 56.56
2025-03-31 $14M 248k 57.60

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Cre U S Reit Etf (USRT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Russell 3000 Etf (IWV)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
HPM Partners
Johns Hopkins University
Heritage Financial Services
Rakuten Investment Management
LPL Financial
Disciplina Capital Management
CI Private Wealth
Mission Wealth Management
HighTower Advisors
Apollon Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind