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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 3.8k 115.01
2025-06-30 $776k 7.1k 109.50
2025-03-31 $671k 7.5k 88.99
2024-12-31 $761k 7.6k 100.12
2024-09-30 $633k 7.1k 89.37

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Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
RBB Us Treas 3 Mnth (TBIL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Journey Strategic Wealth

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