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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies 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 Legacy Financial Strategies 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 Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $498k 5.8k 85.27
2023-12-31 $468k 1.2k 405.64
2023-09-30 $237k 660 358.46
2023-06-30 $228k 660 345.91
2020-12-31 $290k 820 353.66
2020-09-30 $238k 766 310.71
2020-06-30 $274k 963 284.53
2020-03-31 $203k 963 210.80
2019-12-31 $738k 3.2k 233.10

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Brown & Brown (BRO)

View all positions for Legacy Financial Strategies

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

Migdal Insurance & Financial Holdings
Fisher Investments
Wellspring Financial Advisors
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
Citadel Advisors
Raymond James Financial Services Advisors
Candlestick Capital Management
Millennium Management
Churchill Management Corp.
Cambridge Investment Research Advisors
Commonwealth Equity Services

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