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iShares S&P NA Tech. Sec. Idx shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $133k 1.4k 94.31
2024-03-31 $83k 966 86.18
2023-12-31 $31k 68 448.18
2023-09-30 $57k 148 382.18
2023-06-30 $58k 148 392.87
2023-03-31 $50k 148 339.32

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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