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Buckingham Strategic Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Buckingham Strategic 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
Q2 		$282K Buy
1,142
+18
+2% +$4.12K ﹤0.01% 617
2024
Q1 		$254K Buy
+1,124
New +$234K ﹤0.01% 637
2020
Q1 		– Sell
-2,475
Closed -$207K – 510
2019
Q4 		$207K Buy
+2,475
New +$190K 0.02% 435

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Buckingham Strategic Wealth's SOXX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Semiconductor ETF (SOXX) stake by 1.6% in Q2 2024, buying an estimated $4.12K and bringing the position to 1,142 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Buckingham Strategic Wealth first reported a position in SOXX in Q4 2019 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

  • Buckingham Strategic Wealth held 1,142 shares of iShares Semiconductor ETF worth $282K as of Q2 2024.
  • Buckingham Strategic Wealth bought 18 iShares Semiconductor ETF shares in Q2 2024, an estimated $4.12K.
  • iShares Semiconductor ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #617 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 3 quarters since.
  • 737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.