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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
2024-06-30 $247k 1.0k 246.63
2024-03-31 $234k 1.0k 225.92
2022-12-31 $303k 870 347.98
2022-09-30 $153k 481 318.09
2022-06-30 $168k 481 349.61
2022-03-31 $248k 525 472.38
2021-09-30 $236k 530 445.28
2021-06-30 $255k 562 453.74
2021-03-31 $247k 583 423.67

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Xpel (XPEL)
Kla Corp Com New (KLAC)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Heritage Wealth Management

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

Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Susquehanna International
UBS Group
Bnp Paribas Arbitrage, Snc
Jane Street
Millennium Management
LPL Financial
Wells Fargo & Company
Twin Tree Management
DRW Holdings
Marshall Wace
Rockefeller Capital Management

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