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iShares Dow Jones US Technology shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth 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 Ibex Wealth 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 7.2k 195.85
2025-06-30 $1.2M 6.7k 173.26
2025-03-31 $1.8M 13k 140.43
2024-12-31 $2.1M 13k 159.52
2022-09-30 $887k 12k 73.40
2022-06-30 $961k 12k 79.97
2022-03-31 $1.3M 12k 103.06
2021-12-31 $1.5M 13k 114.82
2021-09-30 $1.4M 13k 101.22
2021-06-30 $1.3M 13k 99.37
2021-03-31 $1.1M 13k 87.67
2020-12-31 $1.1M 13k 85.05
2019-06-30 $675k 3.4k 197.83
2017-09-30 $612k 4.0k 152.73
2017-06-30 $539 35 15.40
2016-12-31 $433k 3.5k 124.28
2016-09-30 $379k 3.2k 119.22