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iShares FTSE NAREIT Real Est 50 Ind shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $304k 6.4k 47.18
2023-06-30 $6.4M 124k 51.41
2023-03-31 $5.6M 110k 50.40
2022-12-31 $5.3M 107k 49.45
2022-09-30 $4.8M 102k 47.50
2022-06-30 $5.3M 100k 53.40
2022-03-31 $6.1M 95k 64.65
2021-12-31 $5.7M 84k 67.59
2021-09-30 $6.2M 106k 58.65
2021-06-30 $6.1M 104k 58.34

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPBO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
HPM Partners
Johns Hopkins University
Heritage Financial Services
Rakuten Investment Management
LPL Financial
Disciplina Capital Management
CI Private Wealth
Apollon Wealth Management
Mission Wealth Management
HighTower Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares FTSE NAREIT Real Est 50 Ind