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iShares Dow Jones US Technology shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $41M 206k 199.68
2024-12-31 $465k 2.9k 159.52
2024-09-30 $444k 2.9k 151.62
2024-06-30 $598k 4.0k 150.50
2024-03-31 $525k 3.9k 135.06
2023-09-30 $336k 3.2k 104.92

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding iShares Dow Jones US Technology

Green Harvest Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial
Dynasty Wealth Management
RiverFront Investment Group
Ameriprise Financial
Hsbc Holdings
Advisor Group Holdings
Commonwealth Equity Services
Sagespring Wealth Partners

View all funds holding iShares Dow Jones US Technology