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iShares Dow Jones US Technology shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge 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 Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 28k 151.62
2024-06-30 $3.4M 23k 150.50
2024-03-31 $2.6M 19k 135.06
2023-12-31 $2.0M 16k 122.75
2023-09-30 $1.5M 15k 104.92

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Beacon Bridge Wealth Partners

Top funds holding iShares Dow Jones US Technology

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LPL Financial
International Assets Investment Management
Jpmorgan Chase & Co
BlackRock
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Goodman & Company, Investment Counsel
CWM
Parker Investment Management

View all funds holding iShares Dow Jones US Technology