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iShares Dow Jones US Technology shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 59k 151.62
2024-06-30 $9.0M 60k 150.50
2024-03-31 $8.0M 59k 135.06
2023-12-31 $5.7M 46k 122.75

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
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