Kathleen S. Wright Associates »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by Kathleen S. Wright Associates

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

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 440 85.27
2023-12-31 $36k 88 405.64

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ea Series Trust Us Quan Value (QVAL)
American Express Company (AXP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Kathleen S. Wright Associates

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

Fisher Investments
Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Goldman Sachs Group
UBS Group
Clal Insurance Enterprises Holdings
Wellspring Financial Advisors
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Susquehanna International
Wells Fargo & Company
Summit Partners Public Asset Management
Citigroup

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