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

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

Historical chart of Crestwood 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 Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 4.3k 640.72
2026-03-31 $1.4M 4.1k 328.64
2025-12-31 $615k 2.0k 301.11
2025-09-30 $553k 2.0k 271.09
2025-06-30 $535k 2.2k 238.67
2024-06-30 $202k 821 246.56

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Applied Matls Stock (AMAT)
Applied Finance Valuation Large Cap Etf Etf (VSLU)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Broadcom Stock (AVGO)
Lam Research Corp Stock (LRCX)
Kla Corp Stock (KLAC)
Visa Inc Com Cl A Stock (V)
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)

View all positions for Crestwood Advisors

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

Susquehanna International
Jane Street
Goldman Sachs Group
Barclays
Bank of America Corporation
Citadel Advisors
Morgan Stanley
Bnp Paribas Arbitrage, Snc
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Wells Fargo & Company
Holocene Advisors
Marshall Wace
Harel Insurance Investments & Financial Services

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