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
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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 csvQuarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $988k | 8.6k | 115.01 |
| 2025-06-30 | $914k | 8.4k | 109.50 |
| 2025-03-31 | $700k | 7.9k | 88.99 |
| 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 |
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