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

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 1.8k 125.95

More positions owned by Monticello Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello 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