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iShares S&P NA Nat. Re. Sc. Idx shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 254 44.07
2024-06-30 $11k 254 44.00
2024-03-31 $4.1k 91 44.99

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Copart (CPRT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)

View all positions for Sage Mountain Advisors

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

Arkansas Financial
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
Steward Partners Investment Advisory
Mml Investors Services

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