Cape Investment Advisory »

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

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

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

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

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
YCMNET Advisors
Jpmorgan Chase & Co
Gray Foundation
Wells Fargo & Company
Raymond James Financial Services Advisors
Envestnet Asset Management
Portfolio Strategies
GM Advisory

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