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iShares S&P NA Tec. Semi. Idx shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth Partners 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 Icon Wealth Partners 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 Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $190k 400 473.65
2023-06-30 $203k 400 507.26
2023-03-31 $178k 400 444.67
2021-12-31 $271k 500 542.00
2021-09-30 $252k 566 445.23
2021-06-30 $257k 566 454.06
2021-03-31 $257k 605 424.79
2020-12-31 $229k 605 378.51
2020-09-30 $276k 905 304.97
2020-06-30 $245k 903 271.32
2020-03-31 $267k 1.3k 205.07
2019-12-31 $201k 800 251.25

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Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

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

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
Royal Bank of Canada

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