Bison Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Bison Wealth’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	$201K	Buy	+933	New	+$208K	0.04%	306
2024 Q3	–	Sell	-4,518	Closed	-$1.02M	–	476
2024 Q2	$1.02M	Hold	4,518	–	–	0.17%	140
2024 Q1	$1.02M	Sell	4,518 -189	-4%	-$39.3K	0.17%	140
2023 Q4	$904K	Sell	4,707 -3	-0.1%	-$503	0.16%	143
2023 Q3	$744K	Buy	4,710 +150	+3%	+$25K	0.14%	153
2023 Q2	$771K	Buy	+4,560	New	+$684K	0.14%	155
2022 Q3	–	Sell	-69	Closed	-$8K	–	342
2022 Q2	$8K	Hold	69	–	–	﹤0.01%	291
2022 Q1	$11K	Buy	69 +45	+188%	+$7.21K	0.01%	328
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	337
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	455
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	442
2021 Q1	$3K	Buy	+24	New	+$3.28K	﹤0.01%	451

Other funds holding SOXX

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's SOXX Position: Q4 2024 in Review

Bison Wealth opened a new position in iShares Semiconductor ETF (SOXX) in Q4 2024: 933 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #306 among its holdings. This is a return to the name: Bison Wealth previously reported a position in SOXX as recently as Q2 2024.

Bison Wealth first reported a position in SOXX in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2024. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

Bison Wealth held 933 shares of iShares Semiconductor ETF worth $201K as of Q4 2024.
iShares Semiconductor ETF was a new Bison Wealth position in Q4 2024.
iShares Semiconductor ETF made up 0.04% of Bison Wealth's portfolio in Q4 2024, its #306 holding.
Bison Wealth first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 12 quarters since.
Bison Wealth's iShares Semiconductor ETF position peaked at $1.02M in Q2 2024.
762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.