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

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

Historical chart of Liberty 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 Liberty 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 1.2k 230.96
2024-06-30 $326k 1.3k 246.97
2024-03-31 $284k 1.3k 225.93
2023-12-31 $214k 371 576.82
2019-06-30 $16k 80 200.00

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Etf (DFAC)
Dimensional Us Core Etf (DFAU)
Apple (AAPL)
Dimensional Us High Etf (DUHP)
Ishares S&p 500 Growth Etf (IVW)
Ishares Msci Usa Qlty Etf (QUAL)
Blackrock Us Eqy Fctr Etf (DYNF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Intern Core Etf (DFIC)
4068594 Enphase Energy (ENPH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensionl Us Large Cap Etf (DFLV)
Vanguard Total Etf (VTI)
NVIDIA Corporation (NVDA)

View all positions for Liberty Wealth Management

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

International Assets Investment Management
Healthcare Of Ontario Pension Plan Trust Fund
Jane Street
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Morgan Stanley
Citadel Advisors
Mercer Global Advisors
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Twin Tree Management
Barclays
Valiant Capital Management

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