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iShares FTSE NAREIT Resi Plus Capp shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Resi Plus Capp held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 14k 72.07
2023-09-30 $829k 13k 65.95
2023-06-30 $534k 7.3k 73.27
2023-03-31 $502k 7.1k 70.62

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Ascension Capital Advisors
Susquehanna International
LPL Financial
Bank of America Corporation

View all funds holding iShares FTSE NAREIT Resi Plus Capp