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iShares S&P Global Technology Sect. shares owned by PDS Planning

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

Historical chart of PDS Planning 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 PDS Planning 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 PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 3.4k 74.81
2023-12-31 $234k 3.4k 68.18
2023-06-30 $213k 3.4k 62.19
2021-12-31 $221k 3.4k 64.51

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

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
LPL Financial
Assetmark
BlackRock
UBS Group
Cambridge Investment Research Advisors
Patten & Patten
Commonwealth Equity Services
Executive Wealth Group
Advisor Group Holdings
Parallel Advisors

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