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

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

Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $985k 9.8k 100.12

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NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
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Select Sector Spdr Tr Financial (XLF)

View all positions for TrinityPoint Wealth

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