iShares S&P NA Tec. Semi. Idx shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment 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 Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 21k | 271.12 |
| 2025-06-30 | $5.6M | 24k | 238.70 |
| 2025-03-31 | $3.7M | 20k | 188.17 |
| 2024-12-31 | $4.1M | 19k | 215.49 |
| 2024-09-30 | $4.0M | 17k | 230.59 |
| 2024-06-30 | $4.7M | 19k | 246.62 |
| 2024-03-31 | $4.1M | 18k | 225.92 |
| 2023-09-30 | $3.3M | 7.1k | 473.64 |
| 2023-06-30 | $3.7M | 7.2k | 507.25 |
| 2023-03-31 | $3.3M | 7.5k | 444.66 |
| 2022-12-31 | $2.4M | 7.0k | 347.97 |
| 2022-09-30 | $1.8M | 5.5k | 318.77 |
| 2022-06-30 | $1.8M | 5.2k | 349.67 |
| 2022-03-31 | $1.7M | 3.5k | 473.41 |
| 2021-12-31 | $1.4M | 2.5k | 542.16 |
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