iShares S&P NA Tec. Semi. Idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P NA Tec. Semi. Idx
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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.5M | 10k | 246.64 |
| 2024-03-31 | $2.2M | 9.6k | 225.92 |
| 2023-12-31 | $1.8M | 3.1k | 576.01 |
| 2023-09-30 | $1.6M | 3.4k | 473.60 |
| 2023-06-30 | $1.7M | 12k | 137.72 |
| 2023-03-31 | $32M | 453k | 69.58 |
| 2022-12-31 | $1.1M | 3.2k | 347.98 |
| 2022-06-30 | $673k | 1.9k | 349.43 |
| 2022-03-31 | $908k | 1.9k | 473.16 |
| 2021-12-31 | $1.1M | 2.0k | 542.42 |
| 2021-09-30 | $890k | 79k | 11.29 |
| 2021-06-30 | $888k | 2.0k | 454.22 |
| 2021-03-31 | $856k | 2.0k | 423.76 |
| 2020-12-31 | $851k | 2.2k | 379.06 |
| 2020-09-30 | $705k | 2.3k | 304.54 |
| 2020-06-30 | $707k | 2.6k | 270.88 |
| 2020-03-31 | $600k | 2.9k | 205.13 |
| 2019-12-31 | $996k | 4.0k | 251.13 |
| 2019-09-30 | $956k | 4.5k | 211.46 |
| 2019-06-30 | $1.1M | 5.5k | 198.34 |
| 2019-03-31 | $1.3M | 6.6k | 189.52 |
| 2018-12-31 | $1.3M | 8.0k | 156.97 |
| 2018-09-30 | $1.5M | 8.4k | 185.08 |
| 2018-06-30 | $1.3M | 7.5k | 178.26 |
| 2018-03-31 | $1.4M | 7.8k | 180.05 |
| 2017-12-31 | $1.5M | 9.1k | 169.79 |
| 2017-09-30 | $1.7M | 10k | 158.54 |
| 2017-06-30 | $2.0M | 14k | 140.18 |
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