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

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $54k 1.6k 34.57
2022-06-30 $56k 1.5k 36.15
2022-03-31 $62k 1.5k 40.18
2021-12-31 $48k 1.5k 31.21

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Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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

Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Family Firm
Royal Bank of Canada
CWM
Wells Fargo & Company
Executive Wealth Management
Pnc Financial Services
Sachetta
Summit Investment Advisors
D.A. Davidson & Co.
Great Lakes Retirement
Pure Financial Advisors

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