TruWealth Advisors »

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

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

Historical chart of TruWealth 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 TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $747k 7.5k 100.12
2024-09-30 $629k 7.0k 89.37
2024-06-30 $570k 6.6k 86.90
2024-03-31 $513k 6.0k 85.27
2023-12-31 $485k 1.2k 405.64
2023-09-30 $381k 1.1k 341.26

More positions owned by TruWealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)

View all positions for TruWealth Advisors

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