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

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

Historical chart of Shira Ridge 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 Shira Ridge 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 97k 125.95
2025-06-30 $11M 97k 112.34
2025-03-31 $7.9M 87k 90.67

More positions owned by Shira Ridge Wealth Management

Ishares Tr Esg Optimized (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Legg Mason Etf Invt Franklin Clearbr (YLDE)
Ishares Tr Global Tech Etf (IXN)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Esg Select Scre (XJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Shira Ridge 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