iShares FTSE NAREIT Real Est 50 Ind shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management 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 Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Upper Left Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $274k | 4.8k | 57.31 |
2024-09-30 | $293k | 4.8k | 60.53 |
2024-06-30 | $261k | 4.9k | 53.56 |
2024-03-31 | $262k | 4.9k | 53.80 |
2023-12-31 | $298k | 5.5k | 54.29 |
2023-09-30 | $239k | 5.1k | 47.18 |
More positions owned by Upper Left Wealth Management
View all positions for Upper Left Wealth Management
Top funds holding iShares FTSE NAREIT Real Est 50 Ind
View all funds holding iShares FTSE NAREIT Real Est 50 Ind