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iShares Dow Jones US Technology shares owned by Beacon Financial Strategies CORP

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Beacon Financial Strategies CORP from 13F filings

Historical chart of Beacon Financial Strategies CORP 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 Financial Strategies CORP 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 Financial Strategies CORP

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 205 199.68

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
International Business Machines (IBM)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)

View all positions for Beacon Financial Strategies CORP

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
Hsbc Holdings
Ameriprise Financial
Commonwealth Equity Services
Sagespring Wealth Partners
Advisor Group Holdings

View all funds holding iShares Dow Jones US Technology