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iShares Dow Jones US Technology shares owned by Icon Wealth Partners

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

Historical chart of Icon 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 Icon 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 Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.5M 72k 104.92
2023-06-30 $15M 133k 108.87
2023-03-31 $12M 124k 92.81

More positions owned by Icon Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates
Bank of New York Mellon
RiverFront Investment Group

View all funds holding iShares Dow Jones US Technology