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iShares S&P NA Nat. Re. Sc. Idx shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $767k 18k 42.73
2024-09-30 $795k 18k 44.07
2024-06-30 $813k 19k 44.00
2024-03-31 $862k 19k 44.99
2023-12-31 $795k 20k 40.72
2023-09-30 $813k 20k 41.59
2023-06-30 $761k 20k 38.82
2023-03-31 $778k 20k 39.17
2022-12-31 $810k 20k 40.66
2022-09-30 $702k 20k 34.77
2022-06-30 $755k 21k 35.96
2022-03-31 $704k 17k 40.47
2021-12-31 $548k 17k 31.50
2021-09-30 $511k 17k 29.37
2021-06-30 $529k 17k 30.41
2021-03-31 $480k 17k 27.59
2020-12-31 $405k 17k 23.28
2020-09-30 $344k 17k 19.77
2020-06-30 $377k 17k 21.67
2020-03-31 $265k 17k 16.06
2019-12-31 $345k 12k 30.13
2019-09-30 $333k 12k 29.08
2019-06-30 $368k 12k 30.67
2019-03-31 $524k 17k 31.80
2018-12-31 $593k 22k 27.16
2018-09-30 $1.3M 37k 36.41
2018-06-30 $1.5M 41k 36.32
2018-03-31 $1.4M 42k 33.06
2017-12-31 $1.5M 41k 36.74
2017-09-30 $1.4M 43k 33.66
2017-06-30 $1.4M 43k 32.51
2017-03-31 $1.4M 42k 33.97
2016-12-31 $1.7M 46k 36.28
2016-09-30 $1.5M 43k 33.76
2016-06-30 $1.5M 43k 33.71
2016-03-31 $1.3M 44k 29.30
2015-12-31 $859k 35k 24.72
2015-09-30 $996k 31k 32.10
2015-06-30 $1.1M 33k 33.92
2015-03-31 $1.3M 31k 40.01
2014-12-31 $1.0M 28k 36.50
2014-09-30 $1.2M 29k 41.04
2014-06-30 $1.4M 29k 49.43
2014-03-31 $1.3M 28k 45.94
2013-12-31 $1.2M 27k 42.70
2013-09-30 $1.1M 26k 41.81
2013-06-30 $1.0M 26k 40.13
2012-09-30 $992k 25k 39.71
2012-06-30 $890k 25k 36.22
2012-03-31 $928k 24k 39.10
2011-09-30 $901k 27k 33.47
2011-06-30 $1.6M 36k 45.36
2011-03-31 $1.8M 38k 46.85

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Phillips Financial Management

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

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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