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iShares Dow Jones US Technology shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth 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 ShoreHaven Wealth 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 ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 23k 135.06
2023-12-31 $2.6M 21k 122.75
2023-09-30 $1.6M 16k 104.92
2023-06-30 $3.7M 34k 108.87
2023-03-31 $3.1M 34k 92.81
2022-12-31 $1.9M 26k 74.49

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for ShoreHaven Wealth Partners

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
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
Raymond James & Associates
Two Sigma Investments

View all funds holding iShares Dow Jones US Technology