Keudell/Morrison Wealth Management »

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

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

Historical chart of Keudell/Morrison 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 Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 2.4k 90.60

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Schwab Strategic Tr Fundamental Intl (FNDF)
Spdr Index Shs Fds St Mar Divid Etf (EDIV)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Real Estate Etf (VNQ)
Lam Research Corp Com New (LRCX)
Amazon (AMZN)

View all positions for Keudell/Morrison Wealth Management

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