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iShares Dow Jones US Technology shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group 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 Crown Wealth Group 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 50k 122.75
2023-09-30 $4.0M 38k 104.92
2023-06-30 $3.6M 33k 108.87
2023-03-31 $2.1M 23k 92.81
2021-12-31 $354k 3.1k 114.71

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Vanguard World Fds Comm Srvc Etf (VOX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Crown Wealth Group

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates
RiverFront Investment Group
Two Sigma Investments

View all funds holding iShares Dow Jones US Technology