Shared Vision Wealth Group »

iShares Dow Jones US Technology shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision 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 Shared Vision 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 19k 151.62
2024-06-30 $2.8M 19k 150.50
2024-03-31 $2.5M 19k 135.06
2023-12-31 $2.2M 18k 122.75

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision 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