iShares Dow Jones US Technology shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 21k | 159.52 |
| 2024-09-30 | $2.5M | 16k | 151.62 |
| 2024-06-30 | $2.5M | 17k | 150.50 |
| 2024-03-31 | $1.7M | 12k | 135.06 |
| 2023-12-31 | $1.4M | 12k | 122.75 |
| 2023-09-30 | $1.2M | 11k | 104.92 |
| 2023-06-30 | $1.2M | 11k | 108.87 |
| 2023-03-31 | $1.1M | 12k | 92.81 |
| 2022-12-31 | $856k | 12k | 74.49 |
| 2022-09-30 | $738k | 10k | 73.38 |
| 2022-06-30 | $806k | 10k | 79.90 |
| 2022-03-31 | $1.1M | 11k | 103.02 |
| 2021-12-31 | $1.3M | 12k | 114.79 |
| 2021-09-30 | $1.2M | 12k | 101.26 |
| 2021-06-30 | $1.2M | 12k | 99.39 |
| 2021-03-31 | $1.1M | 12k | 87.68 |
| 2020-12-31 | $1.1M | 13k | 85.11 |
| 2020-09-30 | $1.0M | 3.4k | 300.98 |
| 2020-06-30 | $931k | 3.4k | 269.93 |
| 2020-03-31 | $743k | 3.6k | 204.40 |
| 2019-12-31 | $927k | 4.0k | 232.56 |
| 2019-09-30 | $927k | 4.5k | 204.14 |
| 2019-06-30 | $928k | 4.7k | 197.83 |
| 2019-03-31 | $966k | 5.1k | 190.53 |
| 2018-12-31 | $849k | 5.3k | 159.92 |
| 2018-09-30 | $1.2M | 5.9k | 194.04 |
| 2018-06-30 | $1.2M | 6.6k | 178.28 |
| 2018-03-31 | $1.3M | 7.5k | 168.22 |
| 2017-12-31 | $1.3M | 8.1k | 162.76 |
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