Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Liberty Square Wealth Partners »

iShares S&P NA Tec.-SW. Idx. Fund shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by Liberty Square Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.2M	19k	115.01
2025-06-30	$2.1M	19k	109.50
2025-03-31	$1.8M	20k	88.99
2024-12-31	$2.1M	19k	106.76

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Spdr Series Trust Portfolio S&p500 (SPLG)

Apple (AAPL)

Ishares Tr Msci Intl Qualty (IQLT)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr High Yld Systm B (HYDB)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Microsoft Corporation (MSFT)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Fidelity Covington Trust Sml Mid Mltfct (FSMD)

Vanguard Index Fds Small Cp Etf (VB)

Schwab Strategic Tr Fundamental Us S (FNDA)

Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z