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iShares FTSE NAREIT Real Est 50 Ind shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group 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 Shum Financial Group 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 Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 22k 58.72
2025-03-31 $1.3M 22k 57.60
2024-12-31 $1.3M 22k 57.31
2024-09-30 $1.4M 22k 60.63

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NVIDIA Corporation (NVDA)
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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
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Trust Co of Tennessee
Morgan Stanley
HPM Partners
Johns Hopkins University
Heritage Financial Services
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LPL Financial
Disciplina Capital Management
CI Private Wealth
Mission Wealth Management
HighTower Advisors
Apollon Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind