Avid Wealth Partners »

iShares Dow Jones US Technology shares owned by Avid Wealth Partners

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

Historical chart of Avid Wealth Partners 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 Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.8M 30k 159.52
2024-09-30 $4.9M 32k 151.62
2024-06-30 $4.6M 30k 150.50
2024-03-31 $3.7M 27k 135.06
2023-12-31 $17M 140k 122.75

More positions owned by Avid Wealth Partners

Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Global X Uranium (URA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Invesco Actively Managed Exc Total Return (GTO)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Avid Wealth Partners

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Goodman & Company, Investment Counsel
CWM
Raymond James Financial Services Advisors
Park Avenue Securities

View all funds holding iShares Dow Jones US Technology