iShares S&P NA Tec. Semi. Idx shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P NA Tec. Semi. Idx
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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $757k | 2.8k | 271.09 |
| 2025-06-30 | $663k | 2.8k | 238.66 |
| 2025-03-31 | $660k | 3.5k | 188.17 |
| 2024-12-31 | $767k | 3.6k | 215.52 |
| 2024-09-30 | $795k | 3.4k | 230.59 |
| 2024-06-30 | $808k | 3.3k | 246.61 |
| 2024-03-31 | $813k | 3.6k | 225.95 |
| 2023-12-31 | $779k | 1.4k | 575.95 |
| 2023-09-30 | $613k | 1.3k | 473.50 |
| 2023-06-30 | $652k | 1.3k | 507.09 |
| 2023-03-31 | $571k | 1.3k | 444.82 |
| 2022-12-31 | $447k | 1.3k | 348.04 |
| 2022-09-30 | $413k | 1.3k | 318.43 |
| 2022-06-30 | $409k | 1.2k | 349.57 |
| 2022-03-31 | $553k | 1.2k | 473.05 |
| 2021-12-31 | $633k | 1.2k | 541.95 |
| 2021-09-30 | $451k | 1.0k | 446.09 |
| 2021-06-30 | $467k | 1.0k | 453.84 |
| 2021-03-31 | $432k | 1.0k | 424.36 |
| 2020-12-31 | $321k | 848 | 378.54 |
| 2020-09-30 | $389k | 1.3k | 304.62 |
| 2020-06-30 | $273k | 1.0k | 270.56 |
| 2019-12-31 | $212k | 846 | 250.59 |
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