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iShares Dow Jones US Technology shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 202k 151.62
2024-06-30 $26M 175k 150.50
2024-03-31 $24M 181k 135.06
2023-12-31 $22M 179k 122.75
2023-09-30 $18M 169k 104.92
2023-06-30 $20M 175k 111.89
2023-03-31 $16M 172k 92.81
2022-12-31 $7.9M 170k 46.68
2022-09-30 $12M 162k 73.37
2022-06-30 $20M 252k 79.95
2022-03-31 $37M 321k 114.82
2021-12-31 $37M 321k 114.82
2021-09-30 $56M 554k 101.26
2021-06-30 $38M 385k 99.40
2021-03-31 $36M 409k 87.70
2020-12-31 $36M 418k 85.08
2020-09-30 $30M 105k 287.12
2020-06-30 $28M 104k 269.80
2020-03-31 $15M 75k 204.39
2019-12-31 $14M 60k 232.59
2019-09-30 $7.0M 35k 204.24
2019-06-30 $6.5M 33k 197.89
2019-03-31 $6.3M 33k 190.61
2018-12-31 $5.6M 35k 159.93
2018-09-30 $6.7M 35k 194.01
2018-06-30 $2.6M 15k 180.35
2018-03-31 $5.0M 30k 168.20
2017-12-31 $3.5M 21k 169.64
2017-09-30 $7.6M 50k 152.60
2017-06-30 $7.7M 54k 141.62
2017-03-31 $6.7M 50k 134.43
2016-12-31 $4.7M 38k 124.25
2016-09-30 $3.8M 32k 118.49
2016-06-30 $3.5M 33k 105.16
2016-03-31 $3.6M 33k 108.51
2015-12-31 $3.9M 37k 107.00
2015-09-30 $3.4M 35k 98.90
2015-06-30 $2.8M 27k 104.66
2015-03-31 $2.3M 22k 104.97
2014-12-31 $2.9M 28k 104.41
2014-09-30 $2.8M 28k 100.75
2014-06-30 $2.1M 22k 96.90
2014-03-31 $2.1M 23k 91.04
2013-12-31 $1.8M 21k 88.44

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Goodman & Company, Investment Counsel
CWM
Raymond James Financial Services Advisors
Park Avenue Securities

View all funds holding iShares Dow Jones US Technology