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Gradient Capital Advisors »

iShares Dow Jones US Technology shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$267k	1.8k	151.62
2024-06-30	$265k	1.8k	150.50
2024-03-31	$238k	1.8k	135.06
2023-12-31	$216k	1.8k	122.75
2021-12-31	$202k	1.8k	114.77

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)

Apple Stock (AAPL)

Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Schwab International Equity Etf Etf (SCHF)

Schwab U.s. Mid-cap Etf Etf (SCHM)

Dimensional U.s. Targeted Value Etf Etf (DFAT)

Dimensional Short-duration Fixed Income Etf Etf (DFSD)

Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)

Jpmorgan Ultra-short Income Etf Etf (JPST)

Schwab U.s. Large-cap Etf Etf (SCHX)

Microsoft Corp Stock (MSFT)

Tesla Stock (TSLA)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management

Green Harvest Asset Management

Bank of America Corporation

International Assets Investment Management

Jpmorgan Chase & Co

Envestnet Portfolio Solutions

Royal Bank of Canada

Wells Fargo & Company

Goodman & Company, Investment Counsel

Parker Investment Management

View all funds holding iShares Dow Jones US Technology

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