Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Morton Brown Family Wealth »

iShares S&P NA Tec. Semi. Idx shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Morton Brown Family Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$20k	75	271.12
2025-06-30	$18k	75	238.71
2025-03-31	$14k	75	188.17
2023-12-31	$14k	25	576.12

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)

Avantis Emerging Markets Equity Etf Etf (AVEM)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Avantis International Small Cap Value Etf Etf (AVDV)

Avantis U.s. Small Cap Value Etf Etf (AVUV)

Ishares National Muni Bond Etf Etf (MUB)

Schwab Intermediate-term Us Treasury Etf Etf (SCHR)

Spdr S&p 500 Etf Trust Etf (SPY)

Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

Ishares Global Reit Etf Etf (REET)

Vanguard Total International Bond Etf Etf (BNDX)

Pimco Intermed Muni Bond Etf (MUNI)

Ishares Short-term National Muni Bond Etf Etf (SUB)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

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

Goldman Sachs Group

Citadel Advisors

Healthcare Of Ontario Pension Plan Trust Fund

Susquehanna International

Bnp Paribas Arbitrage, Snc

Millennium Management

Wells Fargo & Company

Twin Tree Management

Rockefeller Capital Management

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z