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Boston Financial Management’s iShares Semiconductor ETF SOXX Stock Holding History

Boston Financial 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 		$271K Buy
1,256
+10
+0.8% +$2.23K 0.01% 302
2024
Q3 		$287K Buy
1,246
+109
+10% +$25K 0.01% 286
2024
Q2 		$280K Buy
1,137
+217
+24% +$49.7K 0.01% 289
2024
Q1 		$208K Buy
+920
New +$191K 0.01% 323

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Financial Management's SOXX Position: Q4 2024 in Review

Boston Financial Management increased its iShares Semiconductor ETF (SOXX) stake by 0.8% in Q4 2024, buying an estimated $2.23K and bringing the position to 1,256 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #302.

Boston Financial Management first reported a position in SOXX in Q1 2024 and has held it in 4 quarters since. The position peaked at $287K in Q3 2024. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Boston Financial Management held 1,256 shares of iShares Semiconductor ETF worth $271K as of Q4 2024.
  • Boston Financial Management bought 10 iShares Semiconductor ETF shares in Q4 2024, an estimated $2.23K.
  • iShares Semiconductor ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #302 holding.
  • Boston Financial Management first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 4 quarters since.
  • Boston Financial Management's iShares Semiconductor ETF position peaked at $287K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.