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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Heartwood Wealth Management

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

Historical chart of Heartwood Wealth Management 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 Heartwood Wealth Management 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 Heartwood Wealth Management

Quarter filed Position value Share count Share price at filing
2016-09-30 $9.1M 80k 113.54
2016-06-30 $9.2M 88k 105.17
2016-03-31 $8.1M 81k 100.68
2015-12-31 $30M 293k 103.81

More positions owned by Heartwood Wealth Management

Vanguard Mega Cap 300 Value Index ETF (MGV)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tec.-SW. Idx. Fund (IGV)
Vanguard Large-Cap ETF (VV)
iShares S&P 500 Index (IVV)
Mondelez Int (MDLZ)
iShares S&P MidCap 400 Index (IJH)
Kraft Heinz (KHC)
iShares Russell 2000 Index (IWM)
Planet Payment
Syngenta
Exxon Mobil Corporation (XOM)
Verizon Communications (VZ)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)

View all positions for Heartwood Wealth Management

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

Varma Mutual Pension Insurance
Morgan Stanley
Migdal Insurance & Financial Holdings
Bank of America Corporation
Citigroup
Main Management ETF Advisors
Wellspring Financial Advisors
Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Fisher Investments
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Franklin Resources

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