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Integrated Wealth Concepts »

iShares S&P NA Tech. Sec. Idx shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$860k	6.8k	125.95
2025-06-30	$1.6M	14k	112.34
2025-03-31	$1.2M	13k	90.67
2024-12-31	$591k	5.8k	102.09
2024-09-30	$531k	5.5k	95.93
2024-06-30	$425k	4.5k	94.32
2024-03-31	$395k	4.6k	86.18

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View all positions for Integrated Wealth Concepts

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

Steward Partners Investment Advisory

Ameriprise Financial

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

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