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iShares FTSE NAREIT Real Est 50 Ind shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 218k 61.57
2024-06-30 $12M 225k 53.56
2024-03-31 $12M 219k 53.80
2023-12-31 $12M 216k 54.29
2023-09-30 $10M 221k 47.18
2023-06-30 $10M 198k 51.41
2023-03-31 $9.6M 190k 50.40
2022-12-31 $9.3M 187k 49.45
2022-09-30 $7.5M 158k 47.50
2022-06-30 $8.5M 158k 53.40
2022-03-31 $9.4M 146k 64.65
2021-12-31 $8.8M 131k 67.59
2021-09-30 $7.1M 122k 58.65
2021-06-30 $7.2M 123k 58.34
2021-03-31 $6.3M 120k 52.40
2020-12-31 $5.4M 111k 48.41
2020-09-30 $4.4M 100k 43.74
2020-06-30 $3.9M 90k 43.48
2020-03-31 $1.8M 51k 36.36

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

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Trust Co of Tennessee
Morgan Stanley
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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