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iShares FTSE NAREIT Real Est 50 Ind shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $709k 16k 43.73
2020-06-30 $750k 17k 43.46
2020-03-31 $646k 17k 39.15
2019-12-31 $895k 16k 54.61
2019-09-30 $824k 15k 55.52
2019-06-30 $479k 9.2k 52.05
2019-03-31 $118k 2.3k 51.80
2018-12-31 $7.0k 146 47.95
2018-09-30 $7.0k 146 47.95

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

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