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iShares FTSE NAREIT Real Est 50 Ind shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $410k 6.7k 61.57
2024-06-30 $357k 6.7k 53.56
2024-03-31 $358k 6.7k 53.80
2023-12-31 $362k 6.7k 54.29

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind