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iShares S&P Global Technology Sect. shares owned by Summit Wealth Group

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in iShares S&P Global Technology Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Technology Sect. held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Technology Sect. by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.3M 101k 82.82
2023-06-30 $5.9M 95k 62.19
2023-03-31 $87k 4.8M 0.02
2021-09-30 $3.6M 64k 56.66
2020-12-31 $2.6M 8.6k 300.05

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Global Tech Etf (IXN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)

View all positions for Summit Wealth Group

Top funds holding iShares S&P Global Technology Sect.

Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Portfolio Strategies
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Green Harvest Asset Management
Ameriprise Financial
Phoenix Holdings
UBS Group
BlackRock
Patten & Patten
Cambridge Investment Research Advisors

View all funds holding iShares S&P Global Technology Sect.