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iShares Dow Jones US Technology shares owned by Williams Financial

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

Historical chart of Williams Financial investment in iShares Dow Jones US Technology

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All positions including iShares Dow Jones US Technology held by Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 17k 122.75
2023-09-30 $1.8M 17k 104.92
2023-06-30 $3.3M 31k 108.87
2023-03-31 $2.7M 29k 92.81

More positions owned by Williams Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Toronto Dominion Bk Ont Com New (TD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
SYSCO Corporation (SYY)

View all positions for Williams Financial

Top funds holding iShares Dow Jones US Technology

Green Harvest Asset Management
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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
Commonwealth Equity Services
Sagespring Wealth Partners

View all funds holding iShares Dow Jones US Technology