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iShares Dow Jones US Technology shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 33k 195.86
2025-06-30 $16M 91k 173.27
2025-03-31 $12M 88k 140.44

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

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