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

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 44k 53.56

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global Energ Etf (IXC)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Cre U S Reit Etf (USRT)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Charles Schwab Investment Management
Trust Co of Tennessee
Northwestern Mutual Wealth Management Company
Morgan Stanley
Heritage Financial Services
CI Private Wealth
Rsm Us Wealth Management
Wealth Enhancement Advisory Services
Mission Wealth Management
Thrivent Financial for Lutherans
Charles Schwab Trust
Rockbridge Investment Management, LCC
HighTower Advisors

View all funds holding iShares FTSE NAREIT Real Est 50 Ind