iShares Dow Jones US Technology shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.4M | 48k | 154.16 |
| 2024-06-30 | $7.8M | 50k | 156.23 |
| 2024-03-31 | $6.5M | 49k | 131.38 |
| 2023-12-31 | $5.6M | 43k | 128.57 |
| 2023-09-30 | $3.1M | 29k | 108.57 |
| 2023-06-30 | $6.6M | 61k | 108.72 |
| 2023-03-31 | $5.6M | 61k | 91.95 |
| 2022-12-31 | $3.8M | 47k | 81.47 |
| 2022-03-31 | $2.2M | 24k | 94.95 |
| 2021-12-31 | $3.3M | 31k | 108.43 |
| 2021-09-30 | $4.5M | 42k | 105.92 |
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