iShares Dow Jones US Technology shares owned by WMS Partners
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $244k | 1.6k | 151.62 |
| 2024-06-30 | $243k | 1.6k | 150.50 |
| 2024-03-31 | $218k | 1.6k | 135.06 |
| 2023-12-31 | $260k | 2.1k | 122.75 |
| 2023-09-30 | $222k | 2.1k | 104.92 |
| 2023-06-30 | $255k | 2.3k | 108.87 |
| 2023-03-31 | $254k | 2.7k | 92.81 |
| 2022-09-30 | $220k | 3.0k | 73.33 |
| 2022-06-30 | $292k | 3.7k | 80.00 |
| 2022-03-31 | $376k | 3.7k | 103.01 |
| 2021-12-31 | $419k | 3.7k | 114.79 |
| 2021-09-30 | $446k | 4.4k | 101.36 |
| 2021-06-30 | $437k | 4.4k | 99.32 |
| 2021-03-31 | $386k | 4.4k | 87.73 |
| 2020-12-31 | $331k | 1.1k | 300.91 |
| 2020-09-30 | $331k | 1.1k | 300.91 |
| 2020-06-30 | $297k | 1.1k | 270.00 |
| 2020-03-31 | $225k | 1.1k | 204.55 |
| 2019-12-31 | $256k | 1.1k | 232.73 |
| 2019-09-30 | $225k | 1.1k | 204.55 |
| 2019-06-30 | $218k | 1.1k | 198.18 |
| 2019-03-31 | $210k | 1.1k | 190.91 |
| 2018-09-30 | $213k | 1.1k | 193.64 |
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