iShares S&P NA Tec. Semi. Idx shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in iShares S&P NA Tec. Semi. Idx
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All positions including iShares S&P NA Tec. Semi. Idx held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $234k | 1.0k | 225.92 |
2022-12-31 | $303k | 870 | 347.98 |
2022-09-30 | $153k | 481 | 318.09 |
2022-06-30 | $168k | 481 | 349.61 |
2022-03-31 | $248k | 525 | 472.38 |
2021-09-30 | $236k | 530 | 445.28 |
2021-06-30 | $255k | 562 | 453.74 |
2021-03-31 | $247k | 583 | 423.67 |
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