iShares S&P NA Tec. Semi. Idx shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.4M | 7.3k | 328.65 |
| 2025-12-31 | $1.3M | 4.3k | 301.13 |
| 2025-09-30 | $779k | 2.9k | 271.10 |
| 2025-06-30 | $433k | 1.8k | 238.64 |
| 2025-03-31 | $963k | 5.1k | 188.19 |
| 2024-12-31 | $1.1M | 5.0k | 215.51 |
| 2024-09-30 | $629k | 2.7k | 230.63 |
| 2024-06-30 | $420k | 1.7k | 246.76 |
| 2024-03-31 | $402k | 1.8k | 226.00 |
| 2023-12-31 | $465k | 807 | 576.45 |
| 2023-09-30 | $981k | 2.1k | 473.65 |
| 2023-06-30 | $1.0M | 2.0k | 507.26 |
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