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iShares S&P NA Tech. Sec. Idx shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management 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 Copia Wealth Management 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 12k 125.95
2025-06-30 $1.2M 11k 112.34
2025-03-31 $1.1M 12k 90.67
2024-12-31 $1.2M 12k 102.09

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

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

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