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Dynamic Wealth Strategies »

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
2025-09-30	$12M	95k	125.95
2025-06-30	$11M	94k	112.34
2025-03-31	$6.1M	67k	90.67
2024-12-31	$6.7M	66k	102.09
2024-09-30	$6.3M	65k	95.94
2024-06-30	$6.2M	66k	94.31
2024-03-31	$6.0M	69k	86.19

More positions owned by Dynamic Wealth Strategies

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Vanguard Index Fds Alue Etf (VTV)

Ishares Tr -3 Mnth Treasry (SGOV)

Vanguard Scottsdale Fds Nter Term Treas (VGIT)

Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)

Invesco Exchange Traded Fd T &p500 Quality (SPHQ)

Ishares Tr Sci Eafe Etf (EFA)

Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)

Spdr Series Trust Rtflo S&p500 Gw (SPYG)

Ishares Tr Afe Value Etf (EFV)

Ishares Sci Jpn Etf New (EWJ)

Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)

Ishares Tr -10 Yr Trsy Bd (IEF)

Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

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

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Morgan Stanley

Branch Banking & Trust Company

Janney Montgomery Scott

Signature Estate and Investment Advisors

Steward Partners Investment Advisory

Ameriprise Financial

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

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