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iShares FTSE NAREIT Real Est 50 Ind shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth 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 Rsm Us Wealth 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 593k 54.29
2023-09-30 $26M 542k 47.76
2023-06-30 $28M 548k 51.41
2023-03-31 $28M 551k 50.40
2022-12-31 $28M 563k 49.45
2022-09-30 $25M 526k 47.50
2022-06-30 $29M 538k 53.40
2022-03-31 $40M 620k 64.65
2021-12-31 $43M 634k 67.59
2021-09-30 $36M 616k 58.65
2021-06-30 $37M 626k 58.34
2021-03-31 $33M 628k 52.40
2020-12-31 $30M 611k 48.41
2020-09-30 $25M 568k 43.74
2020-06-30 $22M 496k 43.48
2020-03-31 $15M 380k 39.17
2019-12-31 $15M 268k 54.59
2019-09-30 $13M 240k 55.55
2019-06-30 $12M 224k 52.02
2019-03-31 $7.7M 149k 51.72
2018-12-31 $5.1M 115k 44.85
2018-09-30 $4.1M 82k 49.65
2018-06-30 $3.6M 73k 49.65
2018-03-31 $3.3M 73k 45.07
2017-12-31 $758k 15k 49.59

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth 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
Wealth Enhancement Advisory Services
Mission Wealth Management
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