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iShares S&P NA Tech. Sec. Idx shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 1.3k 163.58

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Etf (USMV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Oak Barrel Wealth Advisory

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

Bank of America Corporation
Morgan Stanley
Signature Estate and Investment Advisors
Raymond James Financial
Envestnet Asset Management
LPL Financial
Royal Bank of Canada
HPM Partners
Branch Banking & Trust Company
Jpmorgan Chase & Co
Janney Montgomery Scott
WestEnd Advisors
YCMNET Advisors
Gray Foundation
UBS Group

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