iShares Dow Jones US Technology shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 8.5k | 151.62 |
| 2024-06-30 | $1.2M | 7.8k | 150.50 |
| 2024-03-31 | $1.1M | 7.9k | 135.06 |
| 2023-12-31 | $1.4M | 11k | 122.75 |
| 2023-09-30 | $1.2M | 11k | 104.92 |
| 2023-06-30 | $1.2M | 11k | 108.87 |
| 2023-03-31 | $1.0M | 11k | 92.81 |
| 2022-12-31 | $2.9M | 39k | 74.49 |
| 2022-09-30 | $3.4M | 46k | 73.36 |
| 2022-06-30 | $2.6M | 33k | 79.94 |
| 2022-03-31 | $2.3M | 22k | 103.05 |
| 2021-12-31 | $2.5M | 22k | 114.81 |
| 2021-09-30 | $2.1M | 21k | 101.25 |
| 2021-06-30 | $2.1M | 21k | 99.41 |
| 2021-03-31 | $1.8M | 21k | 87.68 |
| 2020-12-31 | $1.8M | 21k | 85.07 |
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