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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth 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 Whalen Wealth 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 2.0k 105.69
2025-06-30 $345k 3.1k 109.50

More positions owned by Whalen Wealth Management

Ishares Tr Trust Ishare 0-1 (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Ishares Tr Ibonds Dec 2031 (IBTL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

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

Bnp Paribas Arbitrage, Snc
Jpmorgan Chase & Co
Migdal Insurance & Financial Holdings
Clal Insurance Enterprises Holdings
Menora Mivtachim Holdings
Wellspring Financial Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Phoenix Holdings
Elliott Investment Management
Citadel Advisors
Susquehanna International
Royal Bank of Canada

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