Endurance Wealth Management, Inc. / IGSB
Endurance Wealth Management, Inc.’s Ishares Tr Position
Does Endurance Wealth Management, Inc. own Ishares Tr (IGSB)? Yes — 251.0K shares worth $13M (+1.72% of its 13F portfolio) as of Q2 2023, down from 259.1K shares the prior filed quarter.
Position Value
$13M
Q2 2023
Shares
251.0K
% of Portfolio
+1.72%
Quarters Held
18
currently held
Position History IGSB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 251.0K | $13M | +1.72% |
| Q1 2023 | 259.1K | $13M | +1.85% |
| Q4 2022 | 259.8K | $13M | +1.95% |
| Q3 2022 | 270.7K | $13M | +2.20% |
| Q2 2022 | 275.0K | $14M | +2.11% |
| Q1 2022 | 280.0K | $14M | +1.87% |
| Q4 2021 | 344.5K | $19M | +2.00% |
| Q3 2021 | 377.4K | $21M | +2.29% |
| Q2 2021 | 375.3K | $21M | +2.28% |
| Q1 2021 | 373.6K | $20M | +2.40% |
| Q4 2020 | 382.6K | $21M | +2.67% |
| Q3 2020 | 342.1K | $19M | +2.76% |
| Q2 2020 | 168.7K | $9M | +1.51% |
| Q1 2020 | 166.8K | $9M | +1.68% |
| Q4 2019 | 166.4K | $9M | +1.36% |
| Q3 2019 | 162.3K | $9M | +1.45% |
| Q2 2019 | 166.1K | $9M | +1.40% |
| Q1 2019 | 175.2K | $9M | +1.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Endurance Wealth Management, Inc.’s full portfolio or all institutional holders of IGSB.