Beaumont Financial Advisors »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors 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 Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 1.8k 115.01
2024-03-31 $240k 2.8k 85.27
2023-12-31 $228k 563 405.64

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Strategas Macro Thematic Opportunities Etf Etf (SAMT)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Nvidia Corporation Stock (NVDA)
Jpmorgan Equity Focus Etf Etf (JPEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Growth Etf Etf (VUG)

View all positions for Beaumont Financial Advisors

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