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Wells Financial Advisors »

iShares Dow Jones US Technology shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$20k	132	151.62
2024-06-30	$709k	4.7k	150.50

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)

Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)

Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)

Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)

Spdr Gold Shares Exchange Traded Fund (GLD)

Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)

Vanguard Large-cap Etf Exchange Traded Fund (VV)

Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)

Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)

Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)

Vanguard Small-cap Etf Exchange Traded Fund (VB)

Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)

Vanguard Mid-cap Etf Exchange Traded Fund (VO)

Vanguard Value Etf Exchange Traded Fund (VTV)

Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial Advisors

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management

Green Harvest Asset Management

Bank of America Corporation

International Assets Investment Management

Jpmorgan Chase & Co

Envestnet Portfolio Solutions

Royal Bank of Canada

Wells Fargo & Company

Goodman & Company, Investment Counsel

Parker Investment Management

View all funds holding iShares Dow Jones US Technology

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