iShares Dow Jones US Technology shares owned by Curi Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $307k | 2.5k | 122.75 |
| 2023-09-30 | $262k | 2.5k | 104.92 |
| 2023-06-30 | $436k | 4.0k | 108.86 |
| 2023-03-31 | $2.2M | 23k | 92.81 |
| 2022-12-31 | $895k | 12k | 74.49 |
| 2022-09-30 | $1.4M | 19k | 73.34 |
| 2022-06-30 | $1.5M | 19k | 79.96 |
| 2022-03-31 | $1.7M | 17k | 103.03 |
| 2021-12-31 | $1.7M | 15k | 114.82 |
| 2021-09-30 | $1.4M | 14k | 101.21 |
| 2021-06-30 | $1.0M | 11k | 99.32 |
| 2021-03-31 | $702k | 8.0k | 87.70 |
| 2020-12-31 | $565k | 6.7k | 84.95 |
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