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

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

Historical chart of Modern 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $943k 11k 89.37
2024-03-31 $808k 9.9k 81.39

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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

Varma Mutual Pension Insurance
Morgan Stanley
Migdal Insurance & Financial Holdings
Bank of America Corporation
Citigroup
Main Management ETF Advisors
Wellspring Financial Advisors
Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Fisher Investments
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Franklin Resources

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