iShares Dow Jones US Technology shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in iShares Dow Jones US Technology
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Quarterly reported holdings in iShares Dow Jones US Technology by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 36k | 135.06 |
| 2023-12-31 | $4.5M | 37k | 122.75 |
| 2023-09-30 | $4.0M | 38k | 104.92 |
| 2023-06-30 | $4.2M | 38k | 108.87 |
| 2023-03-31 | $3.7M | 40k | 92.81 |
| 2022-12-31 | $3.0M | 40k | 74.49 |
| 2022-09-30 | $3.0M | 41k | 73.36 |
| 2022-06-30 | $3.3M | 41k | 79.95 |
| 2022-03-31 | $4.4M | 43k | 103.04 |
| 2021-12-31 | $4.9M | 43k | 114.82 |
| 2021-09-30 | $4.5M | 45k | 101.25 |
| 2021-06-30 | $4.9M | 49k | 99.39 |
| 2021-03-31 | $4.4M | 50k | 87.71 |
| 2020-12-31 | $4.4M | 52k | 85.07 |
| 2020-09-30 | $4.0M | 13k | 301.10 |
| 2020-06-30 | $3.7M | 14k | 269.82 |
| 2020-03-31 | $3.0M | 15k | 204.37 |
| 2019-12-31 | $3.6M | 16k | 232.61 |
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