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iShares Dow Jones US Technology shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial Planning 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 Lakeshore Financial Planning 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 Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 1.9k 135.13
2023-09-30 $200k 1.9k 104.95

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

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
Park Avenue Securities
Royal Bank of Canada
Fil

View all funds holding iShares Dow Jones US Technology