iShares Dow Jones US Technology shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Dow Jones US Technology
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All positions including iShares Dow Jones US Technology held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $437k | 2.9k | 151.60 |
2024-06-30 | $433k | 2.9k | 150.48 |
2024-03-31 | $414k | 3.1k | 135.05 |
2023-12-31 | $376k | 3.1k | 122.74 |
2023-09-30 | $321k | 3.1k | 104.93 |
2023-06-30 | $334k | 3.1k | 108.88 |
2023-03-31 | $284k | 3.1k | 92.82 |
2022-12-31 | $227k | 3.0k | 74.50 |
2022-09-30 | $222k | 3.0k | 73.07 |
2022-06-30 | $242k | 3.0k | 79.66 |
2022-03-31 | $343k | 3.3k | 103.03 |
2021-12-31 | $384k | 3.3k | 115.38 |
2021-09-30 | $336k | 3.3k | 101.08 |
2021-06-30 | $330k | 3.3k | 99.28 |
2021-03-31 | $291k | 3.3k | 87.62 |
2020-12-31 | $304k | 3.3k | 91.54 |
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