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iShares Dow Jones US Technology shares owned by JFS Wealth Advisors

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 16k 151.62
2024-06-30 $2.3M 16k 150.50
2024-03-31 $1.7M 13k 135.06
2023-12-31 $1.3M 11k 122.75
2023-09-30 $897k 8.5k 104.92
2023-06-30 $896k 8.2k 108.87
2023-03-31 $756k 8.1k 92.81
2022-12-31 $607k 8.1k 74.49
2022-09-30 $598k 8.1k 73.39
2022-06-30 $651k 8.1k 79.90
2022-03-31 $840k 8.1k 103.09
2021-12-31 $936k 8.1k 114.87
2021-09-30 $825k 8.1k 101.25