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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 28k 115.01
2025-06-30 $3.2M 29k 109.50
2025-03-31 $2.5M 29k 88.99
2024-12-31 $3.0M 30k 100.12
2024-09-30 $2.5M 28k 89.37
2024-06-30 $2.8M 32k 86.90
2024-03-31 $2.5M 29k 85.27
2023-12-31 $2.4M 5.8k 405.64
2023-09-30 $2.0M 5.9k 341.26
2023-06-30 $2.1M 5.9k 345.91
2023-03-31 $1.8M 6.0k 304.70
2022-12-31 $1.5M 5.9k 255.85
2022-09-30 $1.5M 6.1k 250.21
2022-06-30 $1.6M 5.9k 269.68
2022-03-31 $2.2M 6.3k 345.01
2021-12-31 $2.4M 6.0k 397.61
2021-09-30 $2.4M 6.1k 399.08
2021-06-30 $2.3M 6.0k 390.07
2021-03-31 $2.0M 5.8k 341.50
2020-12-31 $2.0M 5.8k 354.18
2020-09-30 $1.8M 5.8k 311.10
2020-06-30 $1.5M 5.4k 284.34
2020-03-31 $954k 4.5k 210.27
2019-12-31 $558k 2.4k 232.99
2019-09-30 $507k 2.4k 211.69
2019-06-30 $523k 2.4k 218.37
2019-03-31 $363k 1.7k 211.05
2018-12-31 $298k 1.7k 173.26
2018-09-30 $394k 1.9k 205.21
2018-06-30 $316k 1.7k 182.45

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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