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

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

Historical chart of Keebeck 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 Keebeck Wealth Management 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $311k 540 576.10
2023-09-30 $257k 540 475.32
2023-06-30 $274k 540 507.26
2023-03-31 $240k 540 444.67
2022-09-30 $202k 635 318.11
2020-06-30 $73k 270 270.37
2019-12-31 $67k 270 248.15

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Lowe's Companies (LOW)

View all positions for Keebeck Wealth Management

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

Susquehanna International
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Citadel Advisors
Mercer Global Advisors
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
UBS Group
Citigroup
Valiant Capital Management
LPL Financial
Global Assets Advisory
Royal Bank of Canada

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