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iShares Dow Jones US Technology shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 54k 122.67
2023-09-30 $4.7M 45k 104.93
2023-06-30 $8.7M 80k 108.88
2023-03-31 $7.6M 82k 92.81
2020-09-30 $903 384 2.35

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Summit X

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
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
RiverFront Investment Group
Raymond James & Associates

View all funds holding iShares Dow Jones US Technology