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iShares FTSE NAREIT Real Est 50 Ind shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial Planning 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 Strategic Financial Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $958k 18k 53.80
2023-12-31 $989k 18k 54.29
2022-06-30 $353k 6.6k 53.46

More positions owned by Strategic Financial Planning

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Portfli High Yld (SPHY)
Spdr Series Trust Portfolio Sm Etf (SPSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)

View all positions for Strategic Financial Planning

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
Mission Wealth Management
Wealth Enhancement Advisory Services
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