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

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

Historical chart of Vista Wealth Management Group 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 Vista Wealth Management Group 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $218k 2.4k 90.67
2024-12-31 $245k 2.4k 102.09
2024-09-30 $230k 2.4k 95.94
2024-06-30 $226k 2.4k 94.31

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Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

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