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iShares Dow Jones US Technology shares owned by Center for Wealth Management Advisory

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

Historical chart of Center for Wealth Management Advisory 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 Center for Wealth Management Advisory 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 Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $410k 2.1k 199.67

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding iShares Dow Jones US Technology

Green Harvest Asset Management
LPL Financial
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Raymond James Financial
Two Sigma Investments
Dynasty Wealth Management
RiverFront Investment Group
Hsbc Holdings
Ameriprise Financial
Commonwealth Equity Services
Sagespring Wealth Partners
Advisor Group Holdings
Goldman Sachs Group

View all funds holding iShares Dow Jones US Technology