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iShares Dow Jones US Technology shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 13k 150.50
2024-03-31 $1.7M 13k 135.06
2023-12-31 $1.7M 14k 122.75
2023-09-30 $1.4M 13k 104.92
2023-06-30 $2.1M 20k 108.87
2023-03-31 $1.8M 20k 92.81

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
BlackRock
Envestnet Portfolio Solutions
Wells Fargo & Company
Ameriprise Financial
CWM
Royal Bank of Canada
Park Avenue Securities
Parker Investment Management

View all funds holding iShares Dow Jones US Technology