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iShares S&P NA Tec. Semi. Idx shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $13M 20k 640.76
2026-03-31 $4.9M 15k 326.66
2025-12-31 $4.7M 16k 299.33
2025-09-30 $3.8M 14k 271.12
2025-06-30 $2.5M 11k 238.69
2025-03-31 $2.0M 11k 188.17
2024-12-31 $1.9M 8.9k 215.50
2024-09-30 $1.9M 8.4k 230.60
2024-06-30 $856k 3.5k 246.61
2024-03-31 $1.4M 6.4k 225.92
2023-12-31 $546k 948 575.93