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iShares S&P Global Technology Sect. shares owned by UMA Financial Services

Quarter-by-quarter ownership of iShares S&P Global Technology Sect. (IXN) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $526k 6.3k 82.84
2024-06-30 $557k 6.5k 86.23
2024-03-31 $484k 6.7k 72.58
2023-12-31 $468k 6.6k 70.76
2023-09-30 $399k 6.7k 59.42
2023-06-30 $415k 6.7k 62.19
2023-03-31 $372k 6.9k 53.56
2022-12-31 $341k 7.0k 48.98
2022-09-30 $309k 6.8k 45.22
2022-06-30 $359k 7.0k 51.45
2022-03-31 $361k 6.7k 53.92
2021-12-31 $367k 6.0k 61.43
2021-09-30 $320k 5.4k 58.77
2021-06-30 $312k 5.4k 57.92
2021-03-31 $267k 833 320.53
2020-12-31 $243k 764 318.06
2020-09-30 $2.1M 8.5k 251.36
2020-06-30 $2.1M 8.2k 256.10
2020-03-31 $267k 1.3k 198.51
2019-12-31 $329k 1.5k 219.48
2019-09-30 $302k 1.5k 201.47