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iShares Dow Jones US Technology shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 1.3k 195.86
2020-12-31 $290k 3.4k 84.84
2020-09-30 $257k 854 300.94
2020-06-30 $230k 853 269.64

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

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