Dougherty Wealth Advisers »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers 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 Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.5k 50 90.60

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Enhanced International Etf Etf (FENI)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Roundhill Magnificent Seven Etf Etf (MAGS)
Ishares S&p 100 Etf Etf (OEF)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Vanguard High Dividend Yield Index Etf Etf (VYM)

View all positions for Dougherty Wealth Advisers

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

Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
Elliott Investment Management
Varma Mutual Pension Insurance
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Morgan Stanley
Bank of America Corporation
Bnp Paribas Arbitrage, Snc
UBS Group
LPL Financial
Wells Fargo & Company
Royal Bank of Canada

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