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iShares S&P NA Tec.-Mul. Net. Idx. shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec.-Mul. Net. Idx. (IDGT) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in iShares S&P NA Tec.-Mul. Net. Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-Mul. Net. Idx. held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec.-Mul. Net. Idx. by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 45k 86.74
2025-06-30 $3.8M 45k 83.00
2025-03-31 $3.5M 47k 73.80
2024-12-31 $3.4M 42k 80.55

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchange-traded Core Investment (FTCB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Financial (XLF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding iShares S&P NA Tec.-Mul. Net. Idx.

Aprio Wealth Management
LPL Financial
Long Run Wealth Advisors
Thrivent Financial for Lutherans
Citadel Advisors
Envestnet Asset Management
Raymond James Financial
Mml Investors Services
Goldman Sachs Group
Cetera Investment Advisers
UBS Group
Gts Securities
Morgan Stanley
Krilogy Financial
Cora Capital Advisors

View all funds holding iShares S&P NA Tec.-Mul. Net. Idx.