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iShares S&P NA Tec. Semi. Idx shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth 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 Financial Synergies Wealth 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 114 225.92
2023-12-31 $13k 38 348.00
2023-09-30 $18k 38 473.66
2023-06-30 $19k 38 507.26
2023-03-31 $17k 38 444.68
2022-12-31 $13k 38 348.00
2022-09-30 $12k 38 318.74
2022-06-30 $13k 38 349.63

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

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

Susquehanna International
Jpmorgan Chase & Co
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
UBS Group
Citigroup
Bank of America Corporation
LPL Financial
Citadel Advisors
Global Assets Advisory
Mercer Global Advisors
Advisor Group Holdings
Commonwealth Equity Services
Donaldson Capital Management
Cambridge Investment Research Advisors

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