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iShares Dow Jones US Technology shares owned by Wealth Effects

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

Historical chart of Wealth Effects investment in iShares Dow Jones US Technology

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All positions including iShares Dow Jones US Technology held by Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 1.2k 181.42
2025-12-31 $240k 1.2k 199.68
2025-09-30 $238k 1.2k 195.86
2023-12-31 $298k 2.4k 122.75

More positions owned by Wealth Effects

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Arrowhead Pharmaceuticals (ARWR)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Digitalocean Hldgs (DOCN)
Blackstone Group Inc Com Cl A (BX)
Reaves Util Income Com Sh Ben Int (UTG)
Chevron Corporation (CVX)

View all positions for Wealth Effects

Top funds holding iShares Dow Jones US Technology

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Raymond James Financial
Envestnet Asset Management
RiverFront Investment Group
Hsbc Holdings
Two Sigma Investments
Royal Bank of Canada
Citadel Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones US Technology