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iShares Dow Jones US Technology shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 6.5k 195.86
2025-06-30 $1.1M 6.4k 173.27
2025-03-31 $891k 6.3k 140.44
2023-12-31 $287k 2.3k 122.75

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

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