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iShares S&P Global Technology Sect. shares owned by Certus Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Certus Wealth Management from 13F filings

Historical chart of Certus Wealth Management investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. held by Certus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Technology Sect. by Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 29k 68.18
2023-09-30 $1.5M 26k 57.84

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Certus Wealth Management

Top funds holding iShares S&P Global Technology Sect.

Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Assetmark
UBS Group
Cambridge Investment Research Advisors
Patten & Patten
Credit Suisse
Advisor Group Holdings
Commonwealth Equity Services
Executive Wealth Group
Parallel Advisors
Goldman Sachs Group

View all funds holding iShares S&P Global Technology Sect.