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

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $20M 1.6M 12.66
2024-03-31 $15M 1.5M 10.02
2023-09-30 $5.1M 1.4M 3.77
2023-06-30 $5.1M 1.4M 3.78
2023-03-31 $4.8M 1.4M 3.58
2022-12-31 $4.2M 1.4M 3.11
2022-09-30 $7.7M 1.4M 5.60
2022-06-30 $8.1M 1.4M 5.89
2022-03-31 $14M 1.4M 10.14
2021-12-31 $16M 1.4M 11.29
2021-09-30 $15M 1.4M 10.85
2021-06-30 $14M 36k 390.05
2021-03-31 $797k 3.8k 210.18
2020-12-31 $12M 33k 354.10
2020-09-30 $2.1M 6.7k 311.17
2020-06-30 $1.2M 4.1k 284.20
2020-03-31 $797k 3.8k 210.18

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

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

Varma Mutual Pension Insurance
Morgan Stanley
Migdal Insurance & Financial Holdings
Bank of America Corporation
Citigroup
Main Management ETF Advisors
Wellspring Financial Advisors
Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Fisher Investments
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Franklin Resources

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