Creative Planning »

iShares S&P NA Tec. Semi. Idx shares owned by Creative Planning

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Creative Planning 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 S&P NA Tec. Semi. Idx by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 5.1k 576.08
2023-09-30 $2.5M 5.3k 473.63
2023-06-30 $2.4M 4.8k 507.26
2023-03-31 $3.2M 7.1k 444.66
2022-12-31 $2.7M 7.7k 347.97
2022-09-30 $2.4M 7.6k 318.78
2022-06-30 $2.4M 6.9k 349.53
2022-03-31 $2.1M 4.4k 473.19
2021-12-31 $2.5M 4.6k 542.25
2021-09-30 $1.9M 4.3k 445.85
2021-06-30 $1.9M 4.2k 454.13
2021-03-31 $1.9M 4.4k 424.03
2020-12-31 $1.5M 4.0k 379.12
2020-09-30 $1.2M 4.0k 304.56
2020-06-30 $933k 3.4k 270.98
2020-03-31 $869k 4.2k 205.20
2019-12-31 $972k 3.9k 251.19
2019-09-30 $917k 4.3k 211.47
2019-06-30 $730k 3.7k 198.32
2019-03-31 $681k 3.6k 189.43
2018-12-31 $583k 3.7k 157.02
2018-09-30 $670k 3.6k 185.08
2018-06-30 $555k 3.1k 178.40
2017-06-30 $122k 868 140.22
2017-03-31 $300k 2.2k 136.99
2016-12-31 $143k 1.2k 122.96
2016-09-30 $82k 725 113.10
2016-06-30 $59k 625 94.40
2016-03-31 $57k 625 91.20
2015-12-31 $65k 725 89.66
2015-09-30 $59k 725 81.38
2015-03-31 $38k 400 95.00
2014-12-31 $9.0k 100 90.00
2014-09-30 $9.0k 100 90.00
2014-06-30 $9.0k 100 90.00
2014-03-31 $8.0k 100 80.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares S&P NA Tec. Semi. Idx

Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Global Assets Advisory
Mercer Global Advisors
Bnp Paribas Arbitrage, Snc
UBS Group
Donaldson Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Wolverine Trading
Sumitomo Mitsui Financial
Affinity Wealth Management

View all funds holding iShares S&P NA Tec. Semi. Idx