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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
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

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

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

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

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