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iShares Dow Jones US Technology shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 13k 151.62
2024-06-30 $1.9M 13k 150.50
2024-03-31 $1.3M 9.8k 135.06
2023-12-31 $812k 6.6k 122.75

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

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