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iShares S&P NA Tec. Semi. Idx shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 5.1k 225.92
2023-12-31 $968k 1.7k 576.10
2023-09-30 $764k 1.6k 473.65
2023-06-30 $802k 1.6k 507.26
2023-03-31 $648k 1.5k 444.67
2022-12-31 $585k 1.7k 347.98
2022-09-30 $458k 1.4k 318.50
2022-06-30 $709k 2.0k 349.78
2022-03-31 $1.0M 2.2k 473.38
2021-12-31 $1.2M 2.2k 542.45
2021-09-30 $931k 2.1k 445.88
2021-06-30 $946k 2.1k 459.00
2021-03-31 $879k 2.1k 413.65
2020-12-31 $1.2M 3.2k 379.21
2020-09-30 $1.1M 3.6k 304.48
2020-06-30 $1.2M 4.5k 270.89
2020-03-31 $929k 4.5k 205.17
2019-12-31 $1.1M 4.5k 251.21
2019-09-30 $703k 3.3k 211.43
2019-06-30 $861k 4.3k 198.30
2019-03-31 $1.0M 5.4k 189.50
2018-12-31 $1.5M 9.3k 156.86
2018-09-30 $2.5M 14k 185.06
2018-06-30 $2.4M 14k 178.23
2018-03-31 $2.5M 14k 180.08
2017-12-31 $2.5M 14k 169.83
2017-09-30 $2.4M 15k 158.59
2017-06-30 $2.2M 16k 140.21
2017-03-31 $2.0M 15k 136.89
2016-12-31 $1.5M 12k 122.71
2016-09-30 $761k 6.7k 113.04
2016-06-30 $601k 6.4k 93.60
2016-03-31 $611k 6.7k 91.66
2015-12-31 $626k 7.0k 89.84
2015-09-30 $618k 7.6k 81.49
2015-06-30 $753k 8.2k 92.09
2015-03-31 $800k 8.5k 93.97
2014-12-31 $2.0M 21k 92.97

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

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