iShares FTSE NAREIT Real Est 50 Ind shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 25k | 58.72 |
| 2025-06-30 | $1.3M | 23k | 56.56 |
| 2025-03-31 | $3.5M | 60k | 57.60 |
| 2024-12-31 | $3.8M | 67k | 57.31 |
| 2023-12-31 | $6.1M | 113k | 54.29 |
| 2023-09-30 | $1.2M | 26k | 47.18 |
| 2022-12-31 | $1.2M | 23k | 49.45 |
| 2022-09-30 | $1.5M | 32k | 47.51 |
| 2022-06-30 | $1.5M | 29k | 53.40 |
| 2022-03-31 | $6.1M | 94k | 64.65 |
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