LGT Financial Advisors »

iShares Dow Jones US Technology shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors 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 LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $165k 1.2k 135.13
2023-12-31 $128k 1.0k 122.70
2023-09-30 $63k 604 104.92
2023-06-30 $99k 907 108.87
2022-12-31 $246k 3.3k 74.49

More positions owned by LGT Financial Advisors

Coca-Cola Company (KO)
Exxon Mobil Corporation (XOM)
Pfizer (PFE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Ishares Tr Cmbs Etf (CMBS)
Invesco Actively Managed Etf Total Return (GTO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
BlackRock
Envestnet Portfolio Solutions
Wells Fargo & Company
Ameriprise Financial
CWM
Park Avenue Securities
Royal Bank of Canada
Fil

View all funds holding iShares Dow Jones US Technology