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Ishares Tr us tech brkthr shares owned by CWM

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ishares Tr us tech brkthr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us tech brkthr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us tech brkthr by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $452k 9.4k 47.86
2023-12-31 $731k 17k 42.90
2023-09-30 $524k 14k 36.57
2023-06-30 $107k 2.8k 37.89

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Ishares Tr us tech brkthr

Bank of America Corporation
Sheets Smith Wealth Management
Sigma Planning
Private Advisor
Citadel Advisors
Commonwealth Equity Services
Austin Wealth Management
AE Wealth Management
Consolidated Planning Corp
Stratos Wealth Advisors
Brasada Capital Management
Ancora Advisors
Raymond James & Associates
CWM
Atria Wealth Solutions

View all funds holding Ishares Tr us tech brkthr