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iShares Dow Jones US Technology shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Technology by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 10k 135.06
2023-12-31 $1.3M 11k 122.75
2023-09-30 $1.1M 10k 104.92
2023-06-30 $1.2M 11k 108.87
2023-03-31 $922k 9.9k 92.81
2022-12-31 $503k 6.7k 74.49
2022-09-30 $815k 11k 73.34
2022-06-30 $1.3M 16k 79.93
2022-03-31 $1.2M 12k 103.04
2021-12-31 $1.4M 12k 114.84
2021-09-30 $1.3M 12k 101.22
2021-06-30 $1.3M 13k 99.39
2021-03-31 $1.0M 12k 87.73
2020-12-31 $919k 11k 85.08