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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
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 Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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
Raymond James & Associates
RiverFront Investment Group
Two Sigma Investments

View all funds holding iShares Dow Jones US Technology