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StoneCrest Wealth Management »

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

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$692k	2.6k	271.12
2025-06-30	$612k	2.6k	238.70
2025-03-31	$535k	2.8k	188.17
2024-12-31	$784k	3.6k	215.49
2024-09-30	$871k	3.8k	230.59
2024-06-30	$1.1M	4.3k	246.63
2024-03-31	$1.0M	4.5k	225.92
2023-12-31	$875k	1.5k	576.10

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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

Spdr Series Trust Portfolio S&p500 (SPLG)

Putnam Etf Trust Focused Lar Cap (PVAL)

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First Tr Exchange Traded Risng Divd Achiv (RDVY)

Microsoft Corporation (MSFT)

Meta Platforms Cl A (META)

Amazon (AMZN)

Vaneck Etf Trust Semiconductr Etf (SMH)

Alphabet Cap Stk Cl A (GOOGL)

First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

Global X Fds Defense Tech Etf (SHLD)

View all positions for StoneCrest Wealth Management

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

Morgan Stanley

Goldman Sachs Group

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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

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