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iShares S&P NA Tec. Semi. Idx shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $196k 721 271.21
2025-06-30 $192k 803 238.73
2025-03-31 $151k 801 188.26
2024-12-31 $173k 800 215.58
2024-09-30 $184k 799 230.59
2024-06-30 $172k 697 246.66
2024-03-31 $136k 600 226.03
2023-12-31 $115k 200 576.67

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

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