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

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

Historical chart of Trevian 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 Trevian 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 Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.3k 163.58

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Trevian Wealth Management

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

Bank of America Corporation
Morgan Stanley
Signature Estate and Investment Advisors
Envestnet Asset Management
Raymond James Financial
LPL Financial
Royal Bank of Canada
Equitable Holdings
Janney Montgomery Scott
HPM Partners
Branch Banking & Trust Company
Steward Partners Investment Advisory
WestEnd Advisors
YCMNET Advisors
UBS Group

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