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iShares Dow Jones US Technology shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 13k 122.75
2023-09-30 $1.1M 11k 104.92
2023-06-30 $1.6M 15k 108.87
2023-03-31 $1.3M 14k 92.81
2022-12-31 $865k 12k 74.49

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Bank of New York Mellon
RiverFront Investment Group
Raymond James & Associates

View all funds holding iShares Dow Jones US Technology