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iShares S&P NA Tec. Semi. Idx shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $313k 489 640.76

More positions owned by Heritage Wealth Management

Apple (AAPL)
Procter & Gamble Company (PG)
Us Bancorp Com New (USB)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Caterpillar (CAT)
Cincinnati Financial Corporation (CINF)
Abbvie (ABBV)
Valero Energy Corporation (VLO)
Allstate Corporation (ALL)

View all positions for Heritage Wealth Management

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

Goldman Sachs Group
Bank of America Corporation
Jane Street
Susquehanna International
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Finepoint Capital
UBS Group
LPL Financial
Bank of Nova Scotia
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Citadel Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Analyst IMS Investment Management Services

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