Diversified’s iShares Semiconductor ETF SOXX Stock Holding History

Diversified’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
2023 Q2	–	Sell	-1,428	Closed	-$212K	–	153
2023 Q1	$212K	Buy	+1,428	New	+$195K	0.08%	130

Other funds holding SOXX

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Diversified's SOXX Position: Q2 2023 in Review

Diversified sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 1,428 shares — an estimated $212K sold.

Diversified first reported a position in SOXX in Q1 2023 and held it in 1 quarter. The position peaked at $212K in Q1 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

Diversified reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Diversified sold 1,428 iShares Semiconductor ETF shares in Q2 2023, an estimated $212K.
Diversified first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 1 quarter.
Diversified's iShares Semiconductor ETF position peaked at $212K in Q1 2023.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on Diversified's 13F filing for Q2 2023, filed 26 Jul 2023.