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iShares S&P NA Tec. Semi. Idx shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $404k 702 576.12
2023-09-30 $332k 701 473.96
2023-06-30 $356k 698 510.49
2023-03-31 $281k 683 410.93
2022-12-31 $234k 673 348.11
2022-09-30 $224k 702 318.89
2022-06-30 $245k 702 349.52
2022-03-31 $334k 706 473.02
2021-12-31 $386k 712 542.60

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Meta Platforms Cl A (META)

View all positions for National Wealth Management Group

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

Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Global Assets Advisory
Mercer Global Advisors
Bnp Paribas Arbitrage, Snc
UBS Group
Donaldson Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company
Jane Street
Goldman Sachs Group
Wolverine Trading
Sumitomo Mitsui Financial
Affinity Wealth Management

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