Wiser Wealth Management »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Wiser Wealth Management

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

Historical chart of Wiser 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 Wiser Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.5M 138k 47.18
2023-06-30 $6.9M 134k 51.41
2023-03-31 $6.4M 127k 50.40
2022-12-31 $5.8M 118k 49.45
2022-09-30 $5.5M 116k 47.50
2022-06-30 $5.7M 106k 53.40

More positions owned by Wiser Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Wiser Wealth Management

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