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iShares S&P NA Tech. Sec. Idx shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 66k 94.31
2024-03-31 $6.0M 69k 86.19

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Dynamic Wealth Strategies

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