iShares S&P NA Tec. Semi. Idx shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management 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 Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 9.3k | 271.11 |
| 2025-06-30 | $2.3M | 9.5k | 238.71 |
| 2025-03-31 | $3.0M | 16k | 188.17 |
| 2024-12-31 | $4.5M | 21k | 215.49 |
| 2024-09-30 | $5.2M | 22k | 230.59 |
| 2024-06-30 | $5.5M | 22k | 246.61 |
| 2024-03-31 | $5.4M | 24k | 225.91 |
| 2023-12-31 | $4.5M | 7.8k | 576.12 |
| 2023-09-30 | $3.6M | 7.2k | 498.50 |
| 2023-06-30 | $1.6M | 3.4k | 488.70 |
| 2023-03-31 | $2.1M | 4.8k | 435.50 |
| 2022-12-31 | $3.2M | 9.1k | 348.00 |
| 2022-09-30 | $2.9M | 9.2k | 318.72 |
| 2022-06-30 | $4.5M | 13k | 349.61 |
| 2022-03-31 | $6.1M | 13k | 473.29 |
| 2021-12-31 | $5.5M | 10k | 542.31 |
| 2021-09-30 | $4.4M | 10k | 445.83 |
| 2021-06-30 | $2.9M | 6.3k | 454.17 |
| 2021-03-31 | $1.5M | 3.4k | 423.86 |
| 2020-12-31 | $1.3M | 3.6k | 379.18 |
| 2020-09-30 | $1.1M | 3.7k | 304.64 |
| 2020-06-30 | $989k | 3.7k | 270.96 |
| 2020-03-31 | $687k | 3.4k | 205.07 |
| 2019-12-31 | $906k | 3.6k | 250.97 |
| 2019-09-30 | $675k | 3.2k | 211.27 |
| 2019-06-30 | $437k | 2.2k | 198.19 |
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