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iShares FTSE NAREIT Real Est 50 Ind shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth Advisors 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 Peterson Wealth Advisors 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 Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 18k 61.57
2024-06-30 $1.0M 19k 53.56
2024-03-31 $1.1M 21k 53.80
2023-12-31 $1.1M 20k 54.29
2023-09-30 $946k 20k 47.18
2023-06-30 $1.2M 22k 52.04
2023-03-31 $1.3M 26k 50.40
2022-12-31 $1.4M 29k 49.45
2022-09-30 $1.6M 33k 47.49
2022-06-30 $1.9M 36k 53.40
2022-03-31 $2.7M 42k 64.65
2021-12-31 $2.9M 43k 67.58
2021-09-30 $2.9M 49k 58.66
2021-06-30 $12M 212k 58.34
2021-03-31 $10M 193k 52.40
2020-12-31 $8.9M 185k 48.41
2020-09-30 $7.6M 174k 43.74
2020-06-30 $7.3M 169k 43.48
2020-03-31 $6.1M 155k 39.17
2019-12-31 $7.8M 142k 54.59
2019-09-30 $7.9M 141k 55.55
2019-06-30 $7.4M 141k 52.02
2019-03-31 $7.1M 136k 52.37
2018-12-31 $5.7M 128k 44.85
2018-09-30 $5.4M 112k 48.38
2018-06-30 $5.0M 101k 49.15
2018-03-31 $4.3M 97k 45.07
2017-12-31 $1.3M 26k 49.61

More positions owned by Peterson Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Global X Fds 1-3 Month T-bill (CLIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Peterson Wealth Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind