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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $488k 4.2k 115.01
2025-06-30 $453k 4.1k 109.50
2025-03-31 $325k 3.7k 88.99
2024-12-31 $397k 4.0k 100.12

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Agrgte (SPAB)
Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

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

Morgan Stanley
Elliott Investment Management
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Menora Mivtachim Holdings
Clal Insurance Enterprises Holdings
Susquehanna International
LPL Financial
UBS Group
Wells Fargo & Company
Wellspring Financial Advisors
Jane Street
Phoenix Holdings

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