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iShares S&P NA Nat. Re. Sc. Idx shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors 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 Sound View Wealth Advisors 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 Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 3.8k 62.94

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec 29 (IBDU)
NVIDIA Corporation (NVDA)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Ibonds Dec 2031 (IBDW)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec 2032 (IBDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)

View all positions for Sound View Wealth Advisors Group

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

Morgan Stanley
Bank of America Corporation
Citizens & Northern Corporation
Beacon Pointe Advisors
CWM
Goldman Sachs Group
LPL Financial
Royal Bank of Canada
Wealthcare Advisory Partners
Wells Fargo & Company
Steward Partners Investment Advisory
Envestnet Asset Management
UBS Group
Summit Investment Advisors
Bnp Paribas Arbitrage, Snc

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