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iShares Dow Jones US Technology shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in iShares Dow Jones US Technology

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All positions including iShares Dow Jones US Technology held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $57M 375k 151.62
2024-06-30 $62M 412k 150.50
2024-03-31 $58M 429k 135.06
2023-12-31 $54M 441k 122.75
2023-09-30 $34M 325k 104.92
2023-06-30 $36M 328k 108.87
2023-03-31 $37M 395k 92.81
2022-12-31 $26M 344k 74.49
2022-09-30 $25M 338k 73.37
2022-06-30 $26M 326k 79.95
2022-03-31 $34M 325k 103.04
2021-12-31 $38M 329k 114.82
2021-09-30 $32M 316k 101.26
2021-06-30 $31M 313k 99.40
2021-03-31 $27M 309k 87.70
2020-12-31 $27M 314k 85.08
2020-09-30 $25M 83k 301.07
2020-06-30 $23M 86k 269.80
2020-03-31 $17M 83k 204.39
2019-12-31 $21M 90k 232.06
2019-09-30 $18M 88k 204.21
2019-06-30 $18M 92k 197.89
2019-03-31 $13M 70k 188.81
2018-12-31 $11M 69k 159.93
2018-09-30 $22M 111k 194.02
2018-06-30 $22M 123k 178.27
2018-03-31 $27M 159k 168.21
2017-12-31 $23M 137k 163.76
2017-09-30 $23M 152k 149.92
2017-06-30 $25M 177k 139.72
2017-03-31 $21M 155k 135.17
2016-12-31 $21M 178k 120.25
2016-09-30 $24M 205k 119.00
2016-06-30 $16M 153k 105.00
2016-03-31 $6.4M 59k 108.50
2015-12-31 $18M 171k 107.03
2015-09-30 $6.1M 62k 98.89
2015-06-30 $30M 282k 104.67
2015-03-31 $32M 302k 107.27
2014-12-31 $35M 333k 104.40
2014-09-30 $38M 378k 100.76
2014-06-30 $42M 435k 96.88
2014-03-31 $92M 1.0M 91.06
2013-12-31 $64M 727k 88.44
2013-09-30 $53M 671k 78.80
2013-06-30 $44M 601k 73.63
2013-03-31 $40M 547k 73.31
2012-12-31 $3.8M 53k 70.71
2012-06-30 $3.8M 53k 71.22
2011-12-31 $3.7M 58k 63.90
2011-09-30 $3.3M 55k 59.14
2011-03-31 $4.3M 65k 66.55

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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