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iShares S&P NA Tec. Semi. Idx shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 834 270.99
2025-06-30 $200k 837 238.60
2025-03-31 $191k 1.0k 188.13
2024-12-31 $232k 1.1k 215.53
2024-09-30 $232k 1.0k 227.33
2024-06-30 $225k 861 261.68

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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