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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors 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 Provenance Wealth Advisors 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 27k 115.01
2025-06-30 $3.0M 27k 109.50
2025-03-31 $1.9M 21k 88.99
2024-12-31 $1.7M 18k 100.12
2024-09-30 $1.6M 18k 89.37
2024-06-30 $1.4M 16k 86.90
2024-03-31 $1.2M 15k 85.27
2023-12-31 $1.1M 2.7k 405.64
2023-09-30 $802k 2.4k 341.26