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iShares Dow Jones US Technology shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth 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 Retirement Wealth 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 Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $969k 4.9k 195.86
2025-06-30 $1.7M 9.8k 173.27
2025-03-31 $1.4M 10k 140.44
2024-12-31 $1.4M 8.6k 157.86

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

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