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iShares Dow Jones US Technology shares owned by SIMA Wealth Partners

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

Historical chart of SIMA 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 SIMA 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $154k 850 181.42
2025-12-31 $180k 900 199.68
2025-09-30 $176k 900 195.86

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding iShares Dow Jones US Technology

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Raymond James Financial
Envestnet Asset Management
RiverFront Investment Group
Hsbc Holdings
Two Sigma Investments
Royal Bank of Canada
Citadel Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones US Technology