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iShares Dow Jones US Technology shares owned by A. Montag and Associates

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in iShares Dow Jones US Technology

2019202020212022202320240.5M1M5k10k
Value ($)Share countHistorical IYW position of A. Montag and … Source: stockzoa.comValue ($)Share count

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All positions including iShares Dow Jones US Technology held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Technology by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $885k 5.8k 151.62
2024-06-30 $901k 6.0k 150.50
2024-03-31 $809k 6.0k 135.06
2023-12-31 $745k 6.1k 122.75
2023-09-30 $655k 6.2k 105.01
2023-06-30 $689k 6.3k 108.87
2023-03-31 $590k 6.4k 92.81
2022-12-31 $484k 6.5k 74.49
2022-09-30 $592k 8.1k 73.40
2022-06-30 $655k 8.2k 79.99
2022-03-31 $1.2M 12k 103.01
2021-12-31 $1.4M 12k 114.83
2021-09-30 $1.3M 12k 101.22
2021-06-30 $1.1M 11k 99.40
2021-03-31 $1.0M 12k 87.70
2020-12-31 $1.0M 12k 85.09
2020-09-30 $1.2M 4.0k 301.17
2020-06-30 $789k 2.9k 269.65
2020-03-31 $567k 2.8k 204.25
2019-12-31 $657k 2.8k 232.48
2019-09-30 $518k 2.5k 204.26
2019-06-30 $548k 2.8k 197.76
2019-03-31 $737k 3.9k 190.64
2018-12-31 $595k 3.7k 159.82
2018-09-30 $279k 1.4k 193.88