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iShares FTSE NAREIT Real Est 50 Ind shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak Capital 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 Northern Oak Capital 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $905k 17k 53.80
2023-12-31 $913k 17k 54.29
2023-09-30 $793k 17k 47.18
2023-06-30 $870k 17k 51.41
2023-03-31 $863k 17k 50.40
2022-12-31 $1.0M 20k 49.45
2022-09-30 $1.1M 23k 47.51
2022-06-30 $1.2M 23k 53.39
2022-03-31 $1.5M 24k 64.64
2021-12-31 $1.6M 24k 67.57
2021-09-30 $1.4M 24k 58.65
2021-06-30 $1.4M 23k 58.36
2021-03-31 $985k 19k 52.42
2020-12-31 $989k 20k 48.41
2020-09-30 $894k 20k 43.76
2020-06-30 $888k 20k 43.46
2020-03-31 $749k 19k 39.16
2019-12-31 $1.0M 19k 54.58
2019-09-30 $1.1M 19k 55.57
2019-06-30 $1.0M 20k 52.03
2019-03-31 $1.0M 20k 51.72
2018-12-31 $888k 20k 44.85
2018-09-30 $958k 20k 48.39
2018-06-30 $973k 20k 49.15
2018-03-31 $866k 19k 45.09
2017-12-31 $880k 18k 49.58
2017-09-30 $900k 18k 49.24
2017-06-30 $874k 18k 49.22
2017-03-31 $861k 18k 48.93
2016-12-31 $858k 18k 48.76
2016-09-30 $851k 17k 50.69
2016-06-30 $856k 17k 51.65
2016-03-31 $812k 17k 49.00
2015-12-31 $784k 17k 47.31
2015-09-30 $727k 17k 43.87
2015-06-30 $720k 17k 43.45
2015-03-31 $805k 17k 48.58
2014-12-31 $783k 17k 47.25
2014-09-30 $677k 16k 42.25
2014-06-30 $649k 15k 43.64

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Verizon Communications (VZ)
Exxon Mobil Corporation (XOM)
At&t (T)

View all positions for Northern Oak Capital Management

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