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

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

Historical chart of Great Waters 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 Great Waters 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 2.0k 125.95
2025-06-30 $229k 2.0k 112.34
2024-12-31 $208k 2.0k 102.09

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)

View all positions for Great Waters Wealth Management

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