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iShares S&P NA Tec. Semi. Idx shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $475k 1.8k 271.12
2025-06-30 $435k 1.8k 238.70
2025-03-31 $321k 1.7k 188.17
2024-12-31 $351k 1.6k 215.49
2024-09-30 $376k 1.6k 230.59
2024-06-30 $310k 1.3k 246.63
2024-03-31 $243k 1.1k 225.92
2023-12-31 $206k 358 576.10

More positions owned by Cypress Wealth Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Mega Grwth Ind (MGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

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