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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.7k | 195.87 |
| 2025-06-30 | $1.0M | 5.9k | 173.27 |
| 2025-03-31 | $820k | 5.8k | 140.44 |
| 2024-12-31 | $931k | 5.8k | 159.52 |
| 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 |
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