West Branch Capital »

iShares S&P NA Nat. Re. Sc. Idx shares owned by West Branch Capital

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

Historical chart of West Branch Capital 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 West Branch Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Nat. Re. Sc. Idx by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2k 146 49.05
2025-06-30 $6.5k 146 44.25
2025-03-31 $6.6k 146 45.47

More positions owned by West Branch Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Abbvie (ABBV)

View all positions for West Branch Capital

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