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iShares S&P NA Nat. Re. Sc. Idx shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $803 16 50.19

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Cape Investment Advisory

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

Assetmark
Citizens & Northern Corporation
Beacon Pointe Advisors
Goldman Sachs Group
CWM
Royal Bank of Canada
LPL Financial
Envestnet Asset Management
Steward Partners Investment Advisory
Wells Fargo & Company
Summit Investment Advisors
Pnc Financial Services
Wealthcare Advisory Partners
D.A. Davidson & Co.
Pure Financial Advisors

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