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iShares S&P NA Nat. Re. Sc. Idx shares owned by Milestone Advisory Partners

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

Historical chart of Milestone Advisory Partners 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 Milestone Advisory Partners 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 Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 27k 41.59
2023-06-30 $1.2M 30k 38.82
2023-03-31 $3.9M 99k 39.17
2022-12-31 $4.6M 114k 40.66
2022-09-30 $4.1M 117k 34.76
2022-06-30 $4.2M 116k 36.43
2022-03-31 $5.3M 132k 40.45

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

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

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

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