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iShares Dow Jones US Technology shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 49k 135.06
2023-12-31 $4.7M 39k 122.76
2023-09-30 $4.8M 46k 104.92
2023-06-30 $3.1M 28k 108.87

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
NVIDIA Corporation (NVDA)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Pimco Total Return Etf totl (BOND)
Amazon (AMZN)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for WCG Wealth Advisors

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