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iShares Dow Jones US Technology shares owned by Peninsula Wealth

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

Historical chart of Peninsula 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 Peninsula 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $314k 2.0k 159.52
2024-09-30 $329k 2.1k 154.18
2024-06-30 $298k 1.9k 155.91

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Snowflake Cl A (SNOW)
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Oracle Corporation (ORCL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Apple (AAPL)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Peninsula Wealth

Top funds holding iShares Dow Jones US Technology

Morgan Stanley
Green Harvest Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial
Dynasty Wealth Management
RiverFront Investment Group
Ameriprise Financial
Hsbc Holdings
Advisor Group Holdings
Sagespring Wealth Partners

View all funds holding iShares Dow Jones US Technology