iShares Dow Jones US Technology shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $760k | 5.0k | 151.61 |
| 2024-06-30 | $804k | 5.3k | 150.49 |
| 2024-03-31 | $731k | 5.4k | 135.06 |
| 2023-12-31 | $701k | 5.7k | 122.74 |
| 2023-09-30 | $564k | 5.4k | 104.91 |
| 2023-06-30 | $722k | 6.6k | 108.86 |
| 2023-03-31 | $646k | 7.0k | 92.81 |
| 2022-12-31 | $496k | 6.7k | 74.49 |
| 2022-09-30 | $417k | 5.7k | 73.33 |
| 2022-06-30 | $570k | 7.1k | 79.91 |
| 2022-03-31 | $679k | 7.4k | 91.66 |
| 2021-12-31 | $1.7M | 15k | 114.81 |
| 2021-09-30 | $1.5M | 15k | 101.24 |
| 2021-06-30 | $1.3M | 14k | 99.42 |
| 2021-03-31 | $1.2M | 13k | 93.08 |
| 2020-12-31 | $1.0M | 12k | 85.19 |
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