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

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

Historical chart of Sheets Smith 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 Sheets Smith 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 Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 34k 95.94
2024-06-30 $4.5M 48k 94.31
2024-03-31 $4.1M 48k 86.18

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Coca-Cola Company (KO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Visa Com Cl A (V)
Copart (CPRT)
Tractor Supply Company (TSCO)
Ishares Tr Shrt Nat Mun Etf (SUB)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ecolab (ECL)
Iqvia Holdings (IQV)
Eli Lilly & Co. (LLY)

View all positions for Sheets Smith Wealth Management

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

Bank of America Corporation
Equitable Holdings
Morgan Stanley
Signature Estate and Investment Advisors
Royal Bank of Canada
HPM Partners
LPL Financial
Jpmorgan Chase & Co
YCMNET Advisors
Gray Foundation
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial Services Advisors
Portfolio Strategies
Commonwealth Equity Services

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