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iShares Dow Jones US Technology shares owned by Estate Planners Group

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

Historical chart of Estate Planners 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 Estate Planners 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.0k 35 200.00

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

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