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iShares S&P NA Nat. Re. Sc. Idx shares owned by Family Firm

Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in iShares S&P NA Nat. Re. Sc. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Nat. Re. Sc. Idx held by Family Firm consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 268k 44.99
2023-12-31 $11M 264k 40.72
2023-09-30 $11M 257k 41.59
2023-06-30 $10M 263k 38.82
2023-03-31 $10M 255k 39.17
2022-12-31 $10M 248k 40.66
2022-09-30 $8.7M 251k 34.76
2022-06-30 $8.9M 282k 31.48
2022-03-31 $8.9M 282k 31.48
2021-12-31 $8.9M 282k 31.48
2021-09-30 $9.8M 300k 32.59
2021-06-30 $8.8M 291k 30.43
2021-03-31 $8.1M 294k 27.57
2020-12-31 $7.4M 295k 25.24
2020-09-30 $5.2M 261k 19.80
2020-06-30 $5.9M 273k 21.68
2020-03-31 $4.5M 269k 16.63
2019-12-31 $8.4M 279k 30.10
2019-09-30 $7.9M 273k 29.08
2019-06-30 $8.5M 277k 30.70
2019-03-31 $8.7M 279k 31.38
2018-12-31 $7.3M 270k 27.18
2018-09-30 $9.4M 261k 35.85
2018-06-30 $10M 270k 36.86
2018-03-31 $9.0M 271k 33.10
2017-12-31 $9.0M 253k 35.44
2017-09-30 $8.5M 253k 33.67
2017-06-30 $7.7M 245k 31.66
2017-03-31 $8.0M 235k 34.27
2016-12-31 $8.5M 236k 35.95
2016-09-30 $8.6M 249k 34.46
2016-06-30 $8.5M 257k 33.22
2016-03-31 $8.1M 271k 29.73
2015-12-31 $6.9M 245k 28.14
2015-09-30 $7.1M 245k 29.04
2015-06-30 $8.0M 221k 36.28
2015-03-31 $8.6M 229k 37.54
2014-12-31 $8.0M 208k 38.32

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

Top funds holding iShares S&P NA Nat. Re. Sc. Idx

Bank of America Corporation
Pnc Financial Services
Goldman Sachs Group
Royal Bank of Canada
Family Firm
CWM
Wells Fargo & Company
Steward Partners Investment Advisory
Sachetta
Summit Investment Advisors
D.A. Davidson & Co.
Great Lakes Retirement
Pure Financial Advisors
Bnp Paribas Arbitrage, Snc
Omnia Family Wealth

View all funds holding iShares S&P NA Nat. Re. Sc. Idx