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iShares S&P NA Tec. Semi. Idx shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 13k 301.15
2025-09-30 $486k 1.8k 271.12
2023-06-30 $529k 1.0k 507.26

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Val Etf (MGV)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

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

Goldman Sachs Group
Susquehanna International
Citadel Advisors
UBS Group
Jane Street
Bnp Paribas Arbitrage, Snc
Healthcare Of Ontario Pension Plan Trust Fund
Millennium Management
LPL Financial
Wells Fargo & Company
Bank of Nova Scotia
Foundations Investment Advisors
Barclays
Rockefeller Capital Management
Royal Bank of Canada

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