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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

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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
2024-03-31 $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)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for TruWealth Advisors

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

Migdal Insurance & Financial Holdings
Fisher Investments
Wellspring Financial Advisors
Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Goldman Sachs Group
Citadel Advisors
Raymond James Financial Services Advisors
Candlestick Capital Management
Millennium Management
Churchill Management Corp.
Cambridge Investment Research Advisors
Commonwealth Equity Services

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