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iShares FTSE NAREIT Real Est 50 Ind shares owned by RVW Wealth

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

Historical chart of RVW Wealth 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 RVW Wealth 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 RVW Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 20k 53.80
2023-12-31 $1.1M 21k 54.29
2023-09-30 $978k 21k 47.18
2023-06-30 $1.1M 21k 51.41
2023-03-31 $1.1M 23k 50.40
2022-12-31 $1.1M 23k 49.45
2022-09-30 $1.1M 23k 47.50
2022-06-30 $1.2M 23k 53.40
2022-03-31 $1.5M 23k 64.64
2021-12-31 $2.0M 23k 88.49
2021-09-30 $1000k 23k 44.23
2021-06-30 $2.0M 26k 77.27
2021-03-31 $2.0M 31k 64.57
2020-12-31 $1.0M 31k 32.28
2020-09-30 $1.4M 31k 43.73
2020-06-30 $1.5M 36k 43.47
2020-03-31 $1.3M 33k 39.16

More positions owned by RVW Wealth

American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)
Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Etf Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)

View all positions for RVW Wealth

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