Heirloom Wealth Management »

iShares S&P NA Tec. Semi. Idx shares owned by Heirloom Wealth Management

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

Historical chart of Heirloom Wealth Management 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 Heirloom Wealth Management 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 1.3k 225.98
2023-12-31 $255k 443 576.44
2023-09-30 $206k 435 473.56
2023-06-30 $214k 421 507.16
2022-12-31 $728k 2.1k 348.06