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iShares S&P NA Nat. Re. Sc. Idx shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio Group 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 Custom Portfolio Group 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $22k 500 44.00
2024-03-31 $23k 500 44.99
2023-12-31 $20k 500 40.72

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

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

Morgan Stanley
Bank of America Corporation
Family Firm
Envestnet Asset Management
Goldman Sachs Group
Royal Bank of Canada
CWM
Wells Fargo & Company
Summit Investment Advisors
Pnc Financial Services
D.A. Davidson & Co.
Pure Financial Advisors
Omnia Family Wealth
Steward Partners Investment Advisory
Mml Investors Services

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