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iShares Dow Jones US Technology shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5k 11 135.09
2023-12-31 $4.1k 33 122.91

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Raymond James & Associates
Two Sigma Investments

View all funds holding iShares Dow Jones US Technology