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iShares Dow Jones US Technology shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 10k 135.06
2023-12-31 $1.2M 9.7k 122.75
2023-09-30 $747k 7.1k 104.92
2023-06-30 $1.4M 13k 108.87
2023-03-31 $1.2M 13k 92.81
2022-12-31 $651k 8.7k 74.49
2021-09-30 $237k 2.2k 107.73

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Blue Owl Capital Corporation Cef (OBDC)
Microsoft Corp Stock (MSFT)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Amazon Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Johnson & Johnson Stock (JNJ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Blackstone Secd Lending Cef (BXSL)

View all positions for Transcend Wealth Collective

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