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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
2024-03-31 $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 Equity 2 Etf Etf (DFAC)
Dimensional Us High Proftblty Etf Etf (DUHP)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Apple (AAPL)
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)
Ishares Tr Core Total Usd (IUSB)
4068594 Enphase Energy (ENPH)
Dimensional Intern Core Equity 2 Etf Etf (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dim Us Lrge Cap Val Etf (DFLV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Liberty Wealth Management

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

Susquehanna International
Bnp Paribas Arbitrage, Snc
Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Global Assets Advisory
Mercer Global Advisors
Commonwealth Equity Services
UBS Group
Donaldson Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company
Jane Street
Goldman Sachs Group
HighTower Advisors

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