LVW Advisors »

iShares Dow Jones US Technology shares owned by LVW Advisors

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

Historical chart of LVW 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 LVW Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 14k 135.06
2023-12-31 $1.7M 14k 122.75
2023-09-30 $1.4M 13k 104.92
2023-06-30 $1.7M 15k 108.87
2023-03-31 $1.4M 15k 92.81

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Tr Mbs Etf (MBB)
Broadcom (AVGO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for LVW 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