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iShares S&P NA Nat. Re. Sc. Idx shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $465k 10k 45.47
2024-12-31 $437k 10k 42.73
2024-09-30 $441k 10k 44.07
2024-06-30 $440k 10k 44.00
2024-03-31 $450k 10k 44.99
2023-12-31 $407k 10k 40.72

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

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

Assetmark
Morgan Stanley
Citizens & Northern Corporation
Family Firm
Goldman Sachs Group
LPL Financial
Royal Bank of Canada
CWM
Advisor Group Holdings
Envestnet Asset Management
Steward Partners Investment Advisory
Wells Fargo & Company
Summit Investment Advisors
D.A. Davidson & Co.
Pure Financial Advisors

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