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iShares S&P NA Tec. Semi. Idx shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 4.6k 271.12
2025-06-30 $1.1M 4.6k 238.69
2025-03-31 $1.1M 5.9k 188.18
2024-12-31 $1.2M 5.8k 215.50
2024-09-30 $1.3M 5.8k 230.59
2024-06-30 $1.4M 5.5k 246.61
2024-03-31 $1.1M 5.4k 208.56
2023-12-31 $834k 1.4k 576.14
2023-09-30 $691k 1.5k 473.65
2023-06-30 $735k 1.4k 507.26
2023-03-31 $607k 1.4k 444.67
2022-12-31 $541k 1.6k 347.98
2022-09-30 $468k 1.5k 319.02
2022-06-30 $418k 1.2k 349.21
2022-03-31 $588k 1.2k 473.43
2021-12-31 $674k 1.2k 542.67
2021-09-30 $554k 1.2k 446.05
2021-06-30 $541k 1.2k 453.86
2021-03-31 $823k 1.9k 423.79
2020-12-31 $452k 1.2k 379.19
2020-09-30 $147k 483 304.35
2020-06-30 $293k 1.1k 270.54
2020-03-31 $105k 483 217.39
2019-12-31 $121k 483 250.52
2019-09-30 $102k 483 211.18
2019-06-30 $96k 483 198.76
2019-03-31 $92k 483 190.48
2018-12-31 $76k 483 157.35
2018-09-30 $79k 483 163.56
2018-06-30 $89k 483 184.27
2018-03-31 $87k 483 180.12
2017-12-31 $82k 483 169.77
2017-09-30 $77k 483 159.42

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial 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