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iShares S&P NA Tec. Semi. Idx shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $334k 521 640.30
2024-06-30 $256k 1.1k 225.92
2024-03-31 $256k 1.1k 225.92

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Ea Series Trust Stri 1000 Va Etf (STXV)
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Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

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

Susquehanna International
Jane Street
Goldman Sachs Group
Barclays
Bank of America Corporation
Citadel Advisors
Morgan Stanley
Bnp Paribas Arbitrage, Snc
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Wells Fargo & Company
Holocene Advisors
Marshall Wace
Harel Insurance Investments & Financial Services

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