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

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 414 641.48

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Instrumental Wealth

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
Citadel Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Citigroup
CloudAlpha Capital Management Limited/Hong Kong

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