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iShares FTSE NAREIT Real Est 50 Ind shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $478k 8.9k 53.66
2023-12-31 $470k 8.7k 54.13
2023-09-30 $366k 7.7k 47.25
2023-06-30 $406k 7.9k 51.35
2023-03-31 $443k 8.8k 50.48
2022-12-31 $454k 9.2k 49.42
2022-09-30 $17k 361 47.09
2022-03-31 $102k 1.6k 64.84
2019-03-31 $13k 264 49.24
2018-09-30 $13k 264 49.24

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Charles Schwab Investment Advisory
Us Bancorp
Northwestern Mutual Wealth Management Company
Morgan Stanley
CI Private Wealth
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Thrivent Financial for Lutherans
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
Blueprint Investment Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind