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iShares S&P NA Tec. Semi. Idx shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 1.0k 271.12
2025-06-30 $239k 1.0k 238.70
2024-12-31 $216k 1.0k 215.49
2024-09-30 $228k 1.0k 228.08

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)

View all positions for Cascade Financial Partners

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

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

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