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iShares S&P NA Tech. Sec. Idx shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 210 90.48
2023-12-31 $16k 35 457.14

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding iShares S&P NA Tech. Sec. Idx

Bank Of Montreal
Signature Estate and Investment Advisors
LPL Financial
Jpmorgan Chase & Co
Gray Foundation
Bank of America Corporation
Wells Fargo & Company
UBS Group
Mirae Asset Global Investments
Raymond James & Associates
GM Advisory
Raymond James Financial Services Advisors
Envestnet Asset Management
Legacy Financial Strategies
Stuart Chaussee & Associates

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