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

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

Historical chart of Principle 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 Principle 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 82k 115.01
2025-06-30 $9.2M 84k 109.50
2024-12-31 $9.3M 93k 100.12
2024-09-30 $8.6M 96k 89.37
2024-06-30 $9.0M 103k 86.90
2024-03-31 $8.2M 96k 85.27
2023-12-31 $8.0M 20k 405.64
2023-09-30 $5.9M 17k 341.26
2023-06-30 $6.0M 17k 345.91
2023-03-31 $1.5M 4.9k 304.70