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iShares S&P NA Tech. Sec. Idx shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 30k 125.95
2022-09-30 $1.1M 4.1k 276.31
2022-06-30 $2.4M 8.2k 294.38
2022-03-31 $3.1M 8.0k 388.64
2021-09-30 $208k 489 425.36

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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