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iShares S&P NA Nat. Re. Sc. Idx shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8k 155 44.07

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)

View all positions for Capital Performance Advisors

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

Assetmark
Morgan Stanley
Bank of America Corporation
Family Firm
Citizens & Northern Corporation
Goldman Sachs Group
LPL Financial
Royal Bank of Canada
CWM
Wells Fargo & Company
Envestnet Asset Management
Steward Partners Investment Advisory
Ameriprise Financial
Summit Investment Advisors
D.A. Davidson & Co.

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