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iShares Dow Jones US Technology shares owned by West Branch Capital

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

Historical chart of West Branch Capital 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 West Branch Capital 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 West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 60 195.87
2025-06-30 $10k 60 173.28
2025-03-31 $8.4k 60 140.45

More positions owned by West Branch Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Abbvie (ABBV)

View all positions for West Branch Capital

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