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

View all positions for Elevate Wealth Advisory

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

Mercer Global Advisors
Goldman Sachs Group
Healthcare Of Ontario Pension Plan Trust Fund
Jane Street
Bank of America Corporation
Susquehanna International
Twin Tree Management
Citadel Advisors
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
LPL Financial
Barclays
Royal Bank of Canada
Mirae Asset Securities

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