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iShares S&P NA Tec. Semi. Idx shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.0M 16k 576.10
2023-09-30 $26M 54k 473.65
2023-06-30 $28M 56k 507.26
2023-03-31 $26M 57k 444.67
2022-12-31 $21M 61k 347.98
2022-09-30 $20M 61k 318.72
2022-06-30 $22M 63k 349.60
2022-03-31 $30M 64k 473.28
2021-12-31 $35M 65k 542.31
2021-09-30 $29M 66k 445.87
2021-06-30 $30M 66k 454.22
2021-03-31 $28M 66k 424.00
2020-12-31 $25M 66k 379.17
2020-09-30 $20M 67k 304.61
2020-06-30 $19M 68k 270.88
2020-03-31 $15M 71k 205.21
2019-12-31 $18M 71k 251.09
2019-09-30 $15M 72k 211.42
2019-06-30 $15M 74k 198.41
2019-03-31 $15M 76k 189.54
2018-12-31 $12M 79k 156.92
2018-09-30 $15M 79k 185.05
2018-06-30 $14M 79k 178.23
2018-03-31 $14M 78k 180.05
2017-12-31 $14M 80k 169.81
2017-09-30 $13M 83k 158.58
2017-06-30 $12M 85k 140.20
2017-03-31 $12M 86k 136.89
2016-12-31 $11M 89k 122.72
2016-09-30 $10M 92k 112.99
2016-06-30 $8.7M 93k 94.00
2016-03-31 $8.5M 93k 91.62
2015-12-31 $8.4M 93k 89.84
2015-09-30 $7.5M 93k 81.46
2015-06-30 $8.6M 94k 92.09
2015-03-31 $8.9M 96k 92.81

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

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