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

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 90k 40.72
2023-09-30 $3.6M 88k 41.59
2023-06-30 $3.6M 92k 38.82
2023-03-31 $3.4M 86k 39.17
2022-12-31 $3.4M 84k 40.66

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

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

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

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