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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial 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