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

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

Historical chart of Summit Wealth Group Llc / Co 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 Llc / Co 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 Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $664k 6.6k 99.97

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares S&P Global Technology Sect.

Fisher Investments
Pictet Asset Management Holding SA
Wells Fargo & Company
LPL Financial
Portfolio Strategies
Green Harvest Asset Management
Fil
BlackRock
Patten & Patten
Ameriprise Financial
UBS Group
Cambridge Investment Research Advisors
Raymond James Financial
Parallel Advisors
Amundi

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