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iShares Dow Jones US Technology shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in iShares Dow Jones US Technology

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All positions including iShares Dow Jones US Technology held by W.H. Cornerstone Investments 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 W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $398k 3.0k 134.92
2023-12-31 $496k 4.0k 122.80
2023-09-30 $643k 6.1k 104.93
2023-06-30 $1.1M 10k 108.91
2023-03-31 $531k 5.7k 92.77

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for W.H. Cornerstone Investments

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