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

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

Historical chart of WMS Partners investment in iShares S&P NA Tec.-SW. Idx. Fund

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All positions including iShares S&P NA Tec.-SW. Idx. Fund held by WMS 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $783k 8.8k 89.37
2024-06-30 $761k 8.8k 86.90
2024-03-31 $774k 9.1k 85.27
2023-12-31 $797k 2.0k 405.64
2023-09-30 $834k 2.4k 341.26
2023-06-30 $920k 2.7k 345.91
2023-03-31 $960k 3.2k 304.70
2022-12-31 $855k 3.3k 255.85
2022-09-30 $879k 3.5k 250.07
2022-06-30 $957k 3.5k 269.65
2022-03-31 $1.3M 3.7k 345.01
2021-12-31 $1.5M 3.7k 397.57
2021-09-30 $1.5M 3.9k 399.02
2021-06-30 $1.5M 3.9k 389.98
2021-03-31 $1.4M 4.2k 341.52
2020-12-31 $1.4M 4.5k 311.06
2020-09-30 $1.4M 4.5k 311.06
2020-06-30 $1.4M 4.8k 284.26
2020-03-31 $1.0M 5.0k 210.22
2019-12-31 $1.2M 5.1k 232.98
2019-09-30 $1.1M 5.2k 211.83
2019-06-30 $1.1M 5.2k 218.43
2019-03-31 $1.1M 5.2k 210.86
2018-12-31 $908k 5.2k 173.45
2018-09-30 $1.1M 5.2k 204.97
2018-06-30 $956k 5.2k 182.62
2018-03-31 $888k 5.2k 169.63
2017-12-31 $685k 4.4k 154.52
2017-09-30 $648k 4.4k 146.18
2017-06-30 $606k 4.4k 136.70
2017-03-31 $561k 4.4k 126.55
2016-12-31 $457k 4.2k 108.73
2016-09-30 $503k 4.4k 113.47
2016-06-30 $466k 4.4k 105.12
2016-03-31 $420k 4.2k 100.65
2015-12-31 $451k 4.3k 103.85
2015-09-30 $411k 4.3k 94.64
2015-06-30 $454k 4.6k 99.50
2015-03-31 $439k 4.6k 96.21
2014-12-31 $423k 4.6k 92.70
2014-09-30 $251k 2.9k 86.58
2014-06-30 $235k 2.7k 86.11

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
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T. Rowe Price (TROW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

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

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

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