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iShares S&P NA Tech. Sec. Idx shares owned by 5T Wealth

Quarter-by-quarter ownership of iShares S&P NA Tech. Sec. Idx (IGM) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in iShares S&P NA Tech. Sec. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tech. Sec. Idx held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tech. Sec. Idx by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $536k 4.1k 129.16
2025-09-30 $488k 3.9k 125.95
2025-06-30 $394k 3.5k 112.34

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding iShares S&P NA Tech. Sec. Idx

Signature Estate and Investment Advisors
Raymond James Financial
Envestnet Asset Management
Equitable Holdings
LPL Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
HPM Partners
Jpmorgan Chase & Co
WestEnd Advisors
Steward Partners Investment Advisory
Ameriprise Financial
YCMNET Advisors
Gray Foundation

View all funds holding iShares S&P NA Tech. Sec. Idx