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iShares Dow Jones US Technology shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $55M 363k 151.62
2024-06-30 $57M 380k 150.50
2024-03-31 $54M 401k 135.06
2023-12-31 $51M 414k 122.75
2023-09-30 $44M 416k 104.92
2023-06-30 $44M 400k 108.87
2023-03-31 $4.6M 50k 92.81
2022-12-31 $3.5M 46k 74.49
2022-09-30 $2.0M 28k 73.38
2022-06-30 $2.3M 29k 79.94
2022-03-31 $2.7M 27k 103.04
2021-12-31 $2.5M 22k 114.83
2021-09-30 $2.2M 21k 101.28
2021-06-30 $2.0M 20k 99.38
2021-03-31 $1.6M 19k 87.72
2020-12-31 $1.6M 19k 85.08
2020-09-30 $1.5M 4.8k 305.19
2020-06-30 $1.7M 6.1k 270.85
2020-03-31 $1.2M 6.2k 194.91
2019-12-31 $1.9M 8.0k 237.48
2019-09-30 $1.4M 6.6k 204.14
2019-06-30 $1.3M 6.6k 197.94
2019-03-31 $1.3M 6.7k 190.63
2018-12-31 $926k 5.8k 159.96
2018-09-30 $938k 4.8k 194.36
2018-06-30 $762k 4.3k 178.71
2018-03-31 $696k 4.2k 163.92
2017-12-31 $508k 3.1k 162.82
2017-09-30 $477k 3.2k 150.00
2017-06-30 $395k 2.8k 139.72
2017-03-31 $363k 2.7k 134.99
2016-12-31 $303k 2.5k 120.19

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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