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

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

Historical chart of Precedent 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 28k 80.05

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for Precedent Wealth Partners

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

Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Clal Insurance Enterprises Holdings
Menora Mivtachim Holdings
Wellspring Financial Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Phoenix Holdings
Elliott Investment Management
Susquehanna International
Healthcare Of Ontario Pension Plan Trust Fund
Jane Street
Fisher Investments

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