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iShares Dow Jones US Technology shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 83k 135.06
2023-12-31 $1.5M 12k 122.75
2023-09-30 $691k 6.6k 104.92
2023-06-30 $1.2M 11k 108.87
2023-03-31 $954k 10k 92.81
2022-12-31 $395k 5.3k 74.48

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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