Ratio Wealth Group »

iShares Dow Jones US Technology shares owned by Ratio Wealth Group

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

Historical chart of Ratio Wealth Group 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 Ratio Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by Ratio Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 2.4k 135.06
2023-09-30 $253k 2.4k 104.92
2023-06-30 $262k 2.4k 108.87

More positions owned by Ratio Wealth Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Inv Grde Etf (USIG)
Columbia Etf Tr I Research Enhan (CRED)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ratio Wealth Group

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
International Assets Investment Management
Jpmorgan Chase & Co
BlackRock
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Goodman & Company, Investment Counsel
CWM
Parker Investment Management

View all funds holding iShares Dow Jones US Technology