Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Rockbridge Investment Management, LCC »

iShares Dow Jones US Technology shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Dow Jones US Technology by Rockbridge Investment Management, LCC

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$48k	388	122.75
2021-12-31	$230k	2.0k	115.00

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)

Spdr Ser Tr Portfoli S&p1500 (SPTM)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Ishares Tr Core Msci Eafe (IEFA)

Schwab Strategic Tr Intl Sceqt Etf (SCHC)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr Cre U S Reit Etf (USRT)

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Intl Core Equity (DFIC)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Ishares Core Msci Emkt (IEMG)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation

Jpmorgan Chase & Co

UBS Group

Envestnet Portfolio Solutions

Wells Fargo & Company

CWM

Advisor Group Holdings

Park Avenue Securities

Royal Bank of Canada

Raymond James Financial Services Advisors

Commonwealth Equity Services

Janney Montgomery Scott

Raymond James & Associates

RiverFront Investment Group

Two Sigma Investments

View all funds holding iShares Dow Jones US Technology

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z