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

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.8M 3.2k 568.64
2026-06-30 $839k 2.6k 328.66

More positions owned by Sax Wealth Advisors

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Advanced Micro Devices (AMD)

View all positions for Sax Wealth Advisors

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

Susquehanna International
Jane Street
Goldman Sachs Group
Barclays
Bank of America Corporation
Citadel Advisors
Bnp Paribas Arbitrage, Snc
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Wells Fargo & Company
Holocene Advisors
Marshall Wace
Harel Insurance Investments & Financial Services
Hel Ved Capital Management

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