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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $358k 4.5k 80.05
2025-06-30 $493k 4.5k 109.50
2024-06-30 $295k 3.4k 86.90

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Advanced Micro Devices (AMD)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

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

Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Clal Insurance Enterprises Holdings
Menora Mivtachim Holdings
Wellspring Financial Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Phoenix Holdings
Elliott Investment Management
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Jane Street
Fisher Investments

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