JGP Wealth Management »

iShares Dow Jones US Technology shares owned by JGP Wealth Management

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

Historical chart of JGP Wealth Management 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 JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.2k 198.46
2025-06-30 $203k 1.2k 173.25
2024-12-31 $206k 1.3k 159.50

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Tractor Supply Company (TSCO)
Quest Diagnostics Incorporated (DGX)
Raytheon Technologies Corp (RTX)
Nextera Energy (NEE)
W.W. Grainger (GWW)

View all positions for JGP Wealth Management

Top funds holding iShares Dow Jones US Technology

Morgan Stanley
Green Harvest Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial
Dynasty Wealth Management
RiverFront Investment Group
Ameriprise Financial
Hsbc Holdings
Advisor Group Holdings
Sagespring Wealth Partners

View all funds holding iShares Dow Jones US Technology