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Global Wealth Strategies & Associates »

iShares S&P NA Tec. Semi. Idx shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.7M	10k	271.12
2025-06-30	$1.4M	6.0k	238.70
2025-03-31	$87k	460	188.17
2024-12-31	$99k	460	215.49
2024-09-30	$102k	440	230.59
2024-06-30	$109k	440	246.63
2024-03-31	$112k	495	225.92
2023-12-31	$86k	150	576.10

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)

Ishares Core Msci Eafe Etf Etf (IEFA)

Vanguard Total Bond Market Etf Etf (BND)

Invesco Nasdaq 100 Etf Etf (QQQM)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Usa Momentum Factor Etf Etf (MTUM)

Ishares National Muni Bond Etf Etf (MUB)

Ishares Flexible Income Active Etf Etf (BINC)

Ishares Gold Trust Etf (IAU)

Ishares 20 Year Treasury Bond Etf Etf (TLT)

Barings Corporate Invs Cef (MCI)

Schwab Crypto Thematic Etf Etf (STCE)

Invesco Qqq Trust Series I Etf (QQQ)

Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

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LPL Financial

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DRW Holdings

Marshall Wace

Rockefeller Capital Management

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

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