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iShares Dow Jones US Technology shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak 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 Laurel Oak Wealth Management 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $865k 4.8k 181.42

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding iShares Dow Jones US Technology

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Raymond James Financial
Envestnet Asset Management
RiverFront Investment Group
Hsbc Holdings
Two Sigma Investments
Royal Bank of Canada
Citadel Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones US Technology