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Valtinson Bruner Financial Planning »

iShares Dow Jones US Technology shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$299k	1.5k	195.87
2025-06-30	$258k	1.5k	173.27
2024-12-31	$212k	1.3k	159.52
2024-09-30	$258k	1.7k	151.62

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Vanguard World Extended Dur (EDV)

Bondbloxx Etf Trust Bloomberg Twenty (XTWY)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Spdr Series Trust Portfolio S&p500 (SPLG)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Vanguard Index Fds Small Cp Etf (VB)

Microsoft Corporation (MSFT)

Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding iShares Dow Jones US Technology

Morgan Stanley

Green Harvest Asset Management

LPL Financial

Jpmorgan Chase & Co

Envestnet Asset Management

UBS Group

Royal Bank of Canada

Wells Fargo & Company

Raymond James Financial

Dynasty Wealth Management

RiverFront Investment Group

Ameriprise Financial

Hsbc Holdings

Advisor Group Holdings

Sagespring Wealth Partners

View all funds holding iShares Dow Jones US Technology

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