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

Executive 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 		$349K Sell
1,618
-19
-1% -$4.24K 0.03% 199
2024
Q3 		$377K Buy
+1,637
New +$376K 0.03% 198
2024
Q2 		– Sell
-1,613
Closed -$368K – 229
2024
Q1 		$368K Sell
1,613
-4
-0.2% -$832 0.03% 176
2023
Q4 		$311K Sell
1,617
-99
-6% -$16.6K 0.03% 172
2023
Q3 		$271K Sell
1,716
-141
-8% -$23.5K 0.03% 167
2023
Q2 		$314K Buy
1,857
+3
+0.2% +$450 0.03% 155
2023
Q1 		$275K Sell
1,854
-147
-7% -$20K 0.03% 161
2022
Q4 		$232K Buy
2,001
+1,308
+189% +$152K 0.03% 174
2022
Q3 		$231 Sell
693
-1,605
-70% -$201K 0.03% 164
2022
Q2 		$268K Sell
2,298
-54
-2% -$7.28K 0.04% 151
2022
Q1 		$371K Buy
2,352
+156
+7% +$25K 0.04% 150
2021
Q4 		$397K Buy
2,196
+396
+22% +$66.4K 0.04% 150
2021
Q3 		$267K Buy
1,800
+3
+0.2% +$456 0.03% 157
2021
Q2 		$272K Buy
1,797
+48
+3% +$6.87K 0.03% 163
2021
Q1 		$247K Buy
1,749
+75
+4% +$10.3K 0.03% 169
2020
Q4 		$211K Buy
+1,674
New +$192K 0.03% 168

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

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

Executive Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 1.2% in Q4 2024, selling an estimated $4.24K and leaving 1,618 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #199.

Executive Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 16 quarters since. The position peaked at $397K in Q4 2021. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Executive Wealth Management held 1,618 shares of iShares Semiconductor ETF worth $349K as of Q4 2024.
  • Executive Wealth Management sold 19 iShares Semiconductor ETF shares in Q4 2024, an estimated $4.24K.
  • iShares Semiconductor ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #199 holding.
  • Executive Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 16 quarters since.
  • Executive Wealth Management's iShares Semiconductor ETF position peaked at $397K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

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