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iShares FTSE NAREIT Real Est 50 Ind shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting 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 Summit Financial Consulting 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 Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 6.0k 58.72
2025-06-30 $309k 5.5k 56.56
2025-03-31 $280k 4.9k 57.60

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
HPM Partners
Johns Hopkins University
Heritage Financial Services
Rakuten Investment Management
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