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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)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard World Fds Financials Etf (VFH)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Theory Financial

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

Bank of America Corporation
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Goldman Sachs Group
Royal Bank of Canada
Family Firm
CWM
Wells Fargo & Company
Steward Partners Investment Advisory
Sachetta
Summit Investment Advisors
D.A. Davidson & Co.
Great Lakes Retirement
Pure Financial Advisors
Bnp Paribas Arbitrage, Snc
Omnia Family Wealth

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