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iShares Dow Jones US Technology shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Aurum Wealth Management Group 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 Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 10k 122.75
2023-09-30 $1.2M 11k 104.92
2023-06-30 $1.3M 12k 108.87
2023-03-31 $1.2M 13k 92.81
2022-12-31 $1.5M 20k 74.49
2022-09-30 $1.7M 23k 73.38
2022-06-30 $1.6M 20k 79.94
2022-03-31 $1.9M 19k 103.03
2021-12-31 $2.2M 19k 114.80
2021-09-30 $1.9M 19k 101.25
2021-06-30 $1.8M 19k 99.37
2021-03-31 $1.7M 19k 87.70
2020-12-31 $288k 3.4k 85.03
2020-09-30 $255k 846 301.42
2020-06-30 $237k 880 269.32