Cypress Wealth Services »

iShares S&P NA Tech. Sec. Idx shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by Cypress Wealth Services 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 Tech. Sec. Idx by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $649k 7.5k 86.18
2023-12-31 $563k 1.3k 448.18
2023-09-30 $471k 1.2k 382.18
2023-06-30 $554k 1.4k 409.09
2023-03-31 $464k 1.4k 339.32
2022-12-31 $363k 1.3k 280.00

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 S&P NA Tech. Sec. Idx

Gray Foundation
Bank of America Corporation
Bank Of Montreal
Mirae Asset Global Investments
Raymond James & Associates
Raymond James Financial Services Advisors
Legacy Financial Strategies
Royal Bank of Canada
Commonwealth Equity Services
Signature Estate and Investment Advisors
HPM Partners
Jpmorgan Chase & Co
CIC Wealth
Cambridge Investment Research Advisors
HB Wealth Management

View all funds holding iShares S&P NA Tech. Sec. Idx