IAM Advisory »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 14k 115.01
2025-06-30 $1.7M 15k 109.50
2025-03-31 $1.4M 15k 88.99
2024-12-31 $1.5M 15k 100.12

More positions owned by IAM Advisory

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)

View all positions for IAM Advisory

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