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

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 5.0k 301.14
2025-09-30 $1.4M 5.0k 271.14
2025-06-30 $1.2M 5.2k 238.69
2025-03-31 $1.1M 5.9k 188.18
2024-12-31 $1.7M 7.7k 215.49

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Select Sector Spdr Tr State Street Tec (XLK)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (BILS)
Vaneck Etf Trust Gold Miners Etf (GDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

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

Goldman Sachs Group
Citadel Advisors
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
Bnp Paribas Arbitrage, Snc
Jane Street
Millennium Management
LPL Financial
Wells Fargo & Company
Twin Tree Management
DRW Holdings
Marshall Wace
Rockefeller Capital Management
Royal Bank of Canada

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