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iShares S&P NA Tech. Sec. Idx shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 11k 448.18
2023-09-30 $4.1M 11k 392.44
2023-06-30 $4.1M 11k 392.87
2023-03-31 $4.6M 14k 339.32
2022-12-31 $3.8M 14k 280.00
2022-09-30 $3.8M 14k 276.43
2022-06-30 $4.0M 14k 294.37
2022-03-31 $5.3M 14k 388.65
2021-12-31 $6.0M 14k 439.05
2021-09-30 $5.6M 14k 403.68
2021-06-30 $5.6M 14k 403.98
2021-03-31 $5.0M 14k 360.83
2020-12-31 $4.8M 14k 349.84
2020-09-30 $4.3M 14k 309.07
2020-06-30 $3.9M 14k 279.14
2020-03-31 $3.0M 14k 211.80
2019-12-31 $3.4M 14k 242.16
2019-09-30 $3.1M 14k 224.06
2019-06-30 $3.0M 14k 215.65
2019-03-31 $2.9M 14k 206.24
2018-12-31 $2.4M 14k 171.68

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

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