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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
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

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

View all positions for WMS Partners

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

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

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