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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Wellington Shields Capital Management

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

Historical chart of Wellington Shields Capital Management 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 Wellington Shields Capital Management 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 Wellington Shields Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 3.7k 89.37
2024-06-30 $324k 3.7k 86.90
2024-03-31 $318k 3.7k 85.27
2023-12-31 $302k 745 405.64
2023-09-30 $254k 745 341.26
2023-06-30 $258k 745 345.91
2022-09-30 $1.2M 4.8k 250.21