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iShares S&P NA Tec. Semi. Idx shares owned by Beacon Financial Planning

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

Historical chart of Beacon Financial Planning 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 Beacon Financial Planning 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 Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 11k 230.60
2024-06-30 $2.1M 8.4k 246.63
2024-03-31 $1.4M 6.0k 225.91
2023-12-31 $600k 1.0k 576.04
2023-09-30 $224k 472 473.88

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Vanguard Wellington Us Quality (VFQY)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

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

International Assets Investment Management
Healthcare Of Ontario Pension Plan Trust Fund
Jane Street
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Citadel Advisors
Mercer Global Advisors
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Twin Tree Management
Barclays
Valiant Capital Management

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