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iShares Dow Jones US Technology shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 29k 160.07
2024-06-30 $4.3M 29k 150.50
2024-03-31 $3.9M 29k 135.06
2023-12-31 $3.3M 27k 122.75
2023-09-30 $2.1M 20k 104.92
2023-06-30 $4.5M 41k 108.87
2023-03-31 $3.7M 40k 92.81
2022-12-31 $2.3M 31k 74.49

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
International Assets Investment Management
Jpmorgan Chase & Co
BlackRock
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Goodman & Company, Investment Counsel
CWM
Parker Investment Management

View all funds holding iShares Dow Jones US Technology