iShares S&P NA Tec. Semi. Idx shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares S&P NA Tec. Semi. Idx
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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.8M | 15k | 576.10 |
| 2023-09-30 | $6.7M | 14k | 475.25 |
| 2023-06-30 | $8.9M | 18k | 507.26 |
| 2023-03-31 | $3.2M | 7.2k | 444.67 |
| 2022-06-30 | $79k | 225 | 351.11 |
| 2022-03-31 | $106k | 225 | 471.11 |
| 2021-12-31 | $81k | 150 | 540.00 |
| 2021-09-30 | $67k | 150 | 446.67 |
| 2021-06-30 | $68k | 150 | 453.33 |
| 2021-03-31 | $106k | 250 | 424.00 |
| 2020-12-31 | $95k | 250 | 380.00 |
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