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iShares Dow Jones US Technology shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7k 18 151.61
2023-12-31 $74k 600 122.75
2023-03-31 $928 10 92.80
2022-03-31 $62k 600 103.33

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares National Muni Bond Etf Etf (MUB)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Avantis International Small Cap Value Etf Etf (AVDV)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)

View all positions for Morton Brown Family Wealth

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
International Assets Investment Management
Jpmorgan Chase & Co
BlackRock
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Goodman & Company, Investment Counsel
CWM
Parker Investment Management

View all funds holding iShares Dow Jones US Technology