Sigma Planning »

iShares Dow Jones US Technology shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.1M 32k 159.52
2024-09-30 $5.0M 33k 151.62
2024-06-30 $5.5M 36k 150.50
2024-03-31 $5.0M 37k 135.06
2023-12-31 $1.6M 13k 122.75
2023-09-30 $2.9M 27k 104.92
2023-06-30 $3.0M 27k 108.87
2023-03-31 $2.4M 26k 92.81
2022-12-31 $2.1M 28k 74.49
2022-09-30 $1.6M 21k 73.36
2022-06-30 $1.5M 19k 79.96
2022-03-31 $2.0M 20k 103.03
2021-12-31 $2.2M 19k 114.82
2021-09-30 $2.2M 22k 101.28
2021-06-30 $1.9M 19k 99.42
2021-03-31 $1.5M 18k 87.71
2020-12-31 $1.6M 19k 85.08
2020-09-30 $1.6M 5.2k 301.11
2020-06-30 $1.2M 4.6k 269.76
2020-03-31 $1.2M 5.8k 204.34
2019-12-31 $3.7M 16k 232.63
2019-09-30 $1.8M 8.8k 204.20
2019-06-30 $1.5M 7.4k 197.85
2019-03-31 $671k 3.5k 190.62
2018-12-31 $580k 3.6k 159.91
2018-09-30 $1.0M 5.3k 194.09
2018-06-30 $582k 3.3k 178.25
2018-03-31 $595k 3.5k 168.27
2017-12-31 $589k 3.6k 162.75
2017-09-30 $787k 5.3k 149.85
2017-06-30 $837k 6.0k 139.69
2017-03-31 $1.4M 11k 135.20
2016-12-31 $649k 5.4k 120.27
2016-09-30 $1.1M 8.9k 118.97
2015-06-30 $853k 8.1k 104.73
2015-03-31 $736k 7.0k 104.92

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
LPL Financial
Green Harvest Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Wells Fargo & Company
Dynasty Wealth Management
Envestnet Portfolio Solutions
Ameriprise Financial
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Technology