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iShares Dow Jones US Technology shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 28k 150.50
2024-03-31 $3.9M 28k 138.70

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
BlackRock
Envestnet Portfolio Solutions
Wells Fargo & Company
Ameriprise Financial
CWM
Royal Bank of Canada
Park Avenue Securities
Parker Investment Management

View all funds holding iShares Dow Jones US Technology