iShares S&P NA Nat. Re. Sc. Idx shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares S&P NA Nat. Re. Sc. Idx (IGE) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares S&P NA Nat. Re. Sc. Idx
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Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $568k | 14k | 40.72 |
| 2023-09-30 | $690k | 17k | 41.59 |
| 2023-06-30 | $477k | 12k | 38.82 |
| 2023-03-31 | $460k | 12k | 39.17 |
| 2022-12-31 | $525k | 13k | 40.66 |
| 2022-09-30 | $478k | 14k | 34.75 |
| 2022-06-30 | $494k | 14k | 35.95 |
| 2022-03-31 | $636k | 16k | 40.47 |
| 2021-12-31 | $369k | 12k | 31.47 |
| 2021-09-30 | $362k | 12k | 29.38 |
| 2021-06-30 | $375k | 12k | 30.40 |
| 2021-03-31 | $337k | 12k | 27.59 |
| 2020-12-31 | $274k | 12k | 23.25 |
| 2020-09-30 | $233k | 12k | 19.80 |
| 2020-06-30 | $271k | 13k | 21.71 |
| 2020-03-31 | $202k | 12k | 16.63 |
| 2019-12-31 | $375k | 13k | 30.11 |
| 2019-09-30 | $354k | 12k | 29.08 |
| 2019-06-30 | $342k | 11k | 30.74 |
| 2019-03-31 | $331k | 11k | 31.36 |
| 2018-12-31 | $271k | 10k | 27.16 |
| 2018-09-30 | $257k | 7.2k | 35.78 |
| 2018-06-30 | $435k | 12k | 36.88 |
| 2018-03-31 | $439k | 13k | 33.07 |
| 2017-12-31 | $429k | 12k | 35.41 |
| 2017-09-30 | $385k | 11k | 33.67 |
| 2017-06-30 | $303k | 9.6k | 31.68 |
| 2017-03-31 | $303k | 8.8k | 34.27 |
| 2016-12-31 | $303k | 8.4k | 36.00 |
| 2016-09-30 | $259k | 7.5k | 34.50 |
| 2016-06-30 | $217k | 6.5k | 33.26 |
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