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iShares Dow Jones US Technology shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Technology by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 53k 135.06
2023-12-31 $5.8M 47k 122.75
2023-09-30 $3.5M 33k 104.92
2023-06-30 $6.6M 59k 112.44
2023-03-31 $4.5M 48k 92.81
2022-12-31 $1.6M 22k 74.49
2022-09-30 $211k 2.8k 74.66

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
BlackRock
Envestnet Portfolio Solutions
Wells Fargo & Company
Ameriprise Financial
CWM
Park Avenue Securities
Royal Bank of Canada
Fil

View all funds holding iShares Dow Jones US Technology