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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
2025-09-30 $317k 1.2k 271.12
2025-06-30 $278k 1.2k 238.65
2025-03-31 $217k 1.2k 188.25
2024-12-31 $250k 1.2k 215.53
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