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

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

Historical chart of SBK 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 SBK 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 SBK Financial

Quarter filed Position value Share count Share price at filing
2022-12-31 $3.7M 74k 49.45
2022-09-30 $6.9M 145k 47.50
2022-06-30 $13M 244k 53.40
2022-03-31 $25M 379k 64.65
2021-12-31 $35M 520k 67.66

More positions owned by SBK Financial

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Nike CL B (NKE)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Walt Disney Company (DIS)
Coca-Cola Company (KO)
Danaher Corporation (DHR)
Vanguard Index Fds Mid Cap Etf (VO)
Visa Com Cl A (V)

View all positions for SBK 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