Foundation Wealth Management »

iShares S&P NA Nat. Re. Sc. Idx shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth Management 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 Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $219k 5.1k 42.73
2024-09-30 $221k 5.0k 44.07
2024-06-30 $220k 5.0k 44.00
2024-03-31 $225k 5.0k 44.99
2023-12-31 $204k 5.0k 40.72

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Foundation Wealth Management

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