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iShares Dow Jones US Technology shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $133k 878 151.62
2023-12-31 $108k 878 122.75
2020-12-31 $58k 684 84.80
2020-09-30 $51k 171 298.25

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
LPL Financial
Green Harvest Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Wells Fargo & Company
Dynasty Wealth Management
Envestnet Portfolio Solutions
Ameriprise Financial
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Technology