iShares Dow Jones US Technology shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $142k | 938 | 151.62 |
| 2024-06-30 | $141k | 938 | 150.50 |
| 2024-03-31 | $127k | 938 | 135.06 |
| 2023-12-31 | $115k | 938 | 122.75 |
| 2023-09-30 | $98k | 938 | 104.92 |
| 2023-06-30 | $102k | 938 | 108.87 |
| 2023-03-31 | $87k | 938 | 92.81 |
| 2022-12-31 | $70k | 938 | 74.49 |
| 2022-09-30 | $69k | 938 | 73.56 |
| 2022-06-30 | $75k | 938 | 79.96 |
| 2022-03-31 | $97k | 938 | 103.41 |
| 2021-12-31 | $108k | 938 | 115.14 |
| 2021-09-30 | $95k | 940 | 101.06 |
| 2021-06-30 | $101k | 1.0k | 99.61 |
| 2021-03-31 | $89k | 1.0k | 87.86 |
| 2020-12-31 | $86k | 1.0k | 84.98 |
| 2020-09-30 | $76k | 253 | 300.40 |
| 2020-06-30 | $68k | 252 | 269.84 |
| 2020-03-31 | $52k | 252 | 206.35 |
| 2019-12-31 | $58k | 251 | 231.08 |
| 2019-09-30 | $82k | 401 | 204.49 |
| 2019-06-30 | $79k | 400 | 197.50 |
| 2019-03-31 | $76k | 400 | 190.00 |
| 2018-12-31 | $64k | 399 | 160.40 |
| 2018-09-30 | $77k | 398 | 193.47 |
| 2018-06-30 | $71k | 398 | 178.39 |
| 2018-03-31 | $67k | 398 | 168.34 |
| 2015-03-31 | $41k | 390 | 105.13 |
| 2014-12-31 | $15k | 139 | 107.91 |
| 2014-09-30 | $14k | 139 | 100.72 |
| 2014-06-30 | $13k | 138 | 94.20 |
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