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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $429k 4.3k 100.12
2024-09-30 $386k 4.3k 89.37
2024-06-30 $369k 4.2k 87.34
2024-03-31 $412k 4.8k 85.27

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

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

Bank of America Corporation
UBS Group
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Migdal Insurance & Financial Holdings
Menora Mivtachim Holdings
Citadel Advisors
Susquehanna International
Clal Insurance Enterprises Holdings
Citigroup
Jpmorgan Chase & Co
Main Management ETF Advisors
Goldman Sachs Group
Wellspring Financial Advisors
LPL Financial

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