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iShares Dow Jones US Technology shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 10k 150.69
2024-06-30 $1.5M 10k 150.50
2024-03-31 $820k 6.1k 135.06
2023-12-31 $505k 4.1k 122.75
2023-09-30 $252k 2.4k 104.92

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Financials Etf (VFH)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Theory Financial

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