iShares Dow Jones US Technology shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 26k | 195.86 |
| 2025-06-30 | $1.2M | 7.2k | 173.26 |
| 2025-03-31 | $1.0M | 7.2k | 140.44 |
| 2024-12-31 | $796k | 5.0k | 159.52 |
| 2024-09-30 | $772k | 5.1k | 151.62 |
| 2024-06-30 | $490k | 3.3k | 150.50 |
| 2024-03-31 | $313k | 2.3k | 135.06 |
| 2023-12-31 | $259k | 2.1k | 122.75 |
| 2023-09-30 | $211k | 2.0k | 104.92 |
| 2023-06-30 | $215k | 2.0k | 108.87 |
| 2022-03-31 | $220k | 2.1k | 103.04 |
| 2021-12-31 | $387k | 3.4k | 114.84 |
| 2018-03-31 | $21k | 125 | 168.00 |
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