Lowe fs »

iShares FTSE NAREIT Real Est 50 Ind shares owned by Lowe fs

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

Historical chart of Lowe fs 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 Lowe fs 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 Lowe fs

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 798 53.80
2023-12-31 $43k 798 54.29
2023-09-30 $38k 798 47.18
2023-06-30 $51k 998 51.41
2023-03-31 $50k 998 50.40
2022-12-31 $49k 998 49.45
2022-09-30 $47k 998 47.09
2022-06-30 $53k 998 53.11
2022-03-31 $39k 610 63.93
2021-12-31 $41k 610 67.21
2021-09-30 $36k 610 59.02
2021-06-30 $36k 610 59.02
2021-03-31 $32k 610 52.46
2020-12-31 $30k 610 49.18
2020-09-30 $27k 610 44.26
2020-06-30 $27k 610 44.26
2020-03-31 $24k 610 39.34
2019-12-31 $33k 610 54.10
2019-09-30 $34k 610 55.74
2019-06-30 $32k 610 52.46
2019-03-31 $31k 610 50.82
2018-12-31 $27k 610 44.26
2018-09-30 $30k 610 49.18
2018-06-30 $30k 610 49.18
2018-03-31 $27k 610 44.26
2017-12-31 $30k 610 49.18
2017-09-30 $30k 610 49.18

More positions owned by Lowe fs

Spdr S&p 500 Etf Etf (SPY)
Invesco QQQ Trust Unit Ser 1 (QQQ)
iShares Tr MSCI USA MinVolatility Etf (USMV)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
JPMorgan Ultra-Short Income ETF Etf (JPST)
PIMCO Enhanced Short Maturity ETF Etf (MINT)
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)
iShares Gold Trust Etf (IAU)
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)
JPMorgan Equity Premium Income ETF Etf (JEPI)
iShares DJ US Total Market Index Etf (IYY)
Vanguard High Dividend Yield ETF Etf (VYM)
Energy Select Sector SPDR (XLE)
SPDR S&P MidCap 400 Etf (MDY)
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL)

View all positions for Lowe fs

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