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iShares Dow Jones US Technology shares owned by Potentia Wealth

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

Historical chart of Potentia 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 Potentia 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 1.8k 195.83
2025-06-30 $329k 1.9k 173.28
2025-03-31 $257k 1.8k 140.45

More positions owned by Potentia Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Secd Lending Common Stock (BXSL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Ishares Tr Rus 1000 Val Etf (IWD)
Global X Fds Data Ctr & Digit (DTCR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Potentia 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