iShares Dow Jones US Technology shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $884k | 5.5k | 159.52 |
| 2024-09-30 | $840k | 5.5k | 151.62 |
| 2024-06-30 | $842k | 5.6k | 150.49 |
| 2024-03-31 | $765k | 5.7k | 135.07 |
| 2023-12-31 | $763k | 6.2k | 122.75 |
| 2023-09-30 | $736k | 7.0k | 104.91 |
| 2023-06-30 | $769k | 7.1k | 108.86 |
| 2023-03-31 | $677k | 7.3k | 92.81 |
| 2022-12-31 | $550k | 7.4k | 74.49 |
| 2022-09-30 | $440k | 6.0k | 73.31 |
| 2022-06-30 | $480k | 6.0k | 79.99 |
| 2022-03-31 | $1.1M | 11k | 103.02 |
| 2021-12-31 | $1.1M | 9.4k | 114.77 |
| 2021-09-30 | $970k | 9.6k | 101.21 |
| 2021-06-30 | $909k | 9.1k | 99.42 |
| 2021-03-31 | $712k | 8.1k | 87.66 |
| 2020-12-31 | $752k | 8.4k | 89.30 |
| 2020-09-30 | $708k | 2.4k | 301.15 |
| 2020-06-30 | $697k | 2.6k | 269.63 |
| 2020-03-31 | $528k | 2.6k | 204.26 |
| 2019-12-31 | $648k | 2.8k | 232.51 |
| 2019-09-30 | $603k | 2.8k | 216.36 |
| 2019-06-30 | $586k | 2.8k | 210.34 |
| 2019-03-31 | $550k | 2.9k | 190.64 |
| 2018-12-31 | $495k | 3.1k | 160.04 |
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