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iShares S&P NA Tech. Sec. Idx shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth 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 Journey Beyond Wealth 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 Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 27k 129.16
2025-09-30 $3.9M 31k 125.95
2025-06-30 $3.7M 33k 112.34
2025-03-31 $2.5M 27k 90.67

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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
First Tr Exchange-traded SHS (QTEC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Journey Beyond Wealth

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

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

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