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iShares S&P NA Tech. Sec. Idx shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 3.7k 95.94
2024-06-30 $263k 2.8k 94.31
2024-03-31 $230k 2.7k 86.18
2023-12-31 $205k 457 448.18

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Exxon Mobil Corporation (XOM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Beacon Financial

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

Bank of America Corporation
Equitable Holdings
Morgan Stanley
Signature Estate and Investment Advisors
Royal Bank of Canada
HPM Partners
LPL Financial
Jpmorgan Chase & Co
YCMNET Advisors
Gray Foundation
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Portfolio Strategies
Commonwealth Equity Services

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