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Avitas Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Avitas Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.3M Sell
6,046
-316
-5% -$70.5K 0.18% 121
2024
Q3 		$1.47M Buy
6,362
+955
+18% +$219K 0.21% 115
2024
Q2 		$1.33M Buy
5,407
+50
+0.9% +$11.4K 0.2% 119
2024
Q1 		$1.21M Sell
5,357
-64
-1% -$13.3K 0.18% 130
2023
Q4 		$1.04M Buy
5,421
+111
+2% +$18.6K 0.17% 129
2023
Q3 		$838K Sell
5,310
-12
-0.2% -$2K 0.16% 135
2023
Q2 		$900K Buy
5,322
+39
+0.7% +$5.85K 0.16% 131
2023
Q1 		$783K Buy
5,283
+198
+4% +$27K 0.15% 138
2022
Q4 		$590K Buy
5,085
+1,365
+37% +$158K 0.12% 134
2022
Q3 		$395K Sell
3,720
-2,082
-36% -$261K 0.09% 149
2022
Q2 		$676K Buy
5,802
+159
+3% +$21.4K 0.15% 130
2022
Q1 		$890K Buy
5,643
+69
+1% +$11.1K 0.16% 132
2021
Q4 		$1.01M Buy
5,574
+1,497
+37% +$251K 0.17% 125
2021
Q3 		$606K Sell
4,077
-27
-0.7% -$4.1K 0.11% 157
2021
Q2 		$621K Buy
4,104
+999
+32% +$143K 0.11% 171
2021
Q1 		$439K Buy
3,105
+24
+0.8% +$3.28K 0.09% 186
2020
Q4 		$389K Buy
+3,081
New +$354K 0.08% 191

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avitas Wealth Management's SOXX Position: Q4 2024 in Review

Avitas Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 5% in Q4 2024, selling an estimated $70.5K and leaving 6,046 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #121.

Avitas Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.47M in Q3 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Avitas Wealth Management held 6,046 shares of iShares Semiconductor ETF worth $1.3M as of Q4 2024.
  • Avitas Wealth Management sold 316 iShares Semiconductor ETF shares in Q4 2024, an estimated $70.5K.
  • iShares Semiconductor ETF made up 0.18% of Avitas Wealth Management's portfolio in Q4 2024, its #121 holding.
  • Avitas Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 17 quarters since.
  • Avitas Wealth Management's iShares Semiconductor ETF position peaked at $1.47M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.