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MAI Wealth Advisors »

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

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

Historical chart of MAI 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$7.8M	29k	271.12
2025-06-30	$6.9M	29k	238.70
2025-03-31	$5.4M	29k	188.17
2024-12-31	$6.2M	29k	215.49
2024-09-30	$6.0M	26k	230.59
2024-06-30	$6.2M	25k	246.63
2024-03-31	$689k	3.0k	225.92
2023-12-31	$585k	1.0k	575.83

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)

Apple Call Call Option (Principal) (AAPL)

Microsoft Corp Call Call Option (Principal) (MSFT)

Ishares Tr Core S&p Mcp Etf (IJH)

Nvidia Corporation Call Call Option (Principal) (NVDA)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Ishares Tr Core S&p Scp Etf (IJR)

Amazon Call Call Option (Principal) (AMZN)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Vanguard Specialized Funds Div App Etf (VIG)

Ishares Tr S&p 500 Val Etf (IVE)

Broadcom Call Call Option (Principal) (AVGO)

Alphabet Call Call Option (Principal) (GOOGL)

Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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

Morgan Stanley

Goldman Sachs Group

Citadel Advisors

Healthcare Of Ontario Pension Plan Trust Fund

Susquehanna International

UBS Group

Bnp Paribas Arbitrage, Snc

Jane Street

Millennium Management

LPL Financial

Wells Fargo & Company

Twin Tree Management

DRW Holdings

Marshall Wace

Rockefeller Capital Management

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

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