iShares S&P NA Nat. Re. Sc. Idx shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P NA Nat. Re. Sc. Idx
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Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 4.6k | 49.05 |
| 2025-06-30 | $205k | 4.6k | 44.25 |
| 2025-03-31 | $207k | 4.5k | 45.47 |
| 2024-12-31 | $214k | 5.0k | 42.73 |
| 2024-09-30 | $254k | 5.8k | 44.07 |
| 2024-06-30 | $253k | 5.7k | 44.00 |
| 2024-03-31 | $266k | 5.9k | 44.99 |
| 2023-12-31 | $275k | 6.8k | 40.72 |
| 2023-09-30 | $299k | 7.2k | 41.59 |
| 2023-06-30 | $291k | 7.5k | 38.82 |
| 2023-03-31 | $293k | 7.5k | 39.17 |
| 2022-12-31 | $317k | 7.8k | 40.66 |
| 2022-09-30 | $306k | 8.8k | 34.81 |
| 2022-06-30 | $340k | 9.4k | 36.01 |
| 2022-03-31 | $319k | 7.9k | 40.46 |
| 2021-12-31 | $248k | 7.9k | 31.47 |
| 2021-09-30 | $235k | 8.0k | 29.34 |
| 2021-06-30 | $248k | 8.2k | 30.40 |
| 2021-03-31 | $373k | 14k | 27.55 |
| 2020-12-31 | $504k | 22k | 23.25 |
| 2020-09-30 | $419k | 21k | 19.79 |
| 2020-06-30 | $528k | 24k | 21.67 |
| 2020-03-31 | $399k | 24k | 16.59 |
| 2019-12-31 | $780k | 26k | 30.07 |
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