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

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

Historical chart of Outlook 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 Outlook 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 1.2k 271.12
2025-06-30 $275k 1.2k 238.70
2025-03-31 $217k 1.2k 188.17
2024-12-31 $200k 930 215.49
2024-09-30 $265k 1.2k 230.59
2024-06-30 $4.5M 1.2k 3941.84
2024-03-31 $254k 1.1k 225.92

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Global Finls Etf (IXG)

View all positions for Outlook 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