Altfest L J & Co »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by Altfest L J & Co

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.4M 49k 109.50
2024-12-31 $2.2M 22k 100.12
2022-09-30 $3.6M 15k 250.10
2022-06-30 $5.3M 20k 269.60
2022-03-31 $10M 30k 344.93

More positions owned by Altfest L J & Co

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
RBB Us Treasr 10 Yr (UTEN)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Matthews Asia Fds Asia Innov Activ (MINV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding iShares S&P NA Tec.-SW. Idx. Fund

Morgan Stanley
Elliott Investment Management
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Menora Mivtachim Holdings
Clal Insurance Enterprises Holdings
Susquehanna International
LPL Financial
UBS Group
Wells Fargo & Company
Wellspring Financial Advisors
Jane Street
Phoenix Holdings

View all funds holding iShares S&P NA Tec.-SW. Idx. Fund