Fernwood Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Fernwood Investment 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	$215K	Sell	996 -8	-0.8%	-$1.78K	0.07%	154
2024 Q3	$232K	Buy	1,004 +82	+9%	+$18.8K	0.08%	168
2024 Q2	$227K	Buy	922 +37	+4%	+$8.47K	0.07%	180
2024 Q1	$200K	Buy	+885	New	+$184K	0.06%	194
2023 Q3	–	Sell	-1,245	Closed	-$211K	–	194
2023 Q2	$211K	Buy	+1,245	New	+$187K	0.07%	179
2022 Q1	–	Sell	-1,146	Closed	-$207K	–	214
2021 Q4	$207K	Buy	+1,146	New	+$192K	0.07%	204

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 $445B AUM 25.58% 1-Year Est. Return

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

Fernwood Investment Management's SOXX Position: Q4 2024 in Review

Fernwood Investment Management reduced its iShares Semiconductor ETF (SOXX) stake by 0.8% in Q4 2024, selling an estimated $1.78K and leaving 996 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #154.

Fernwood Investment Management first reported a position in SOXX in Q4 2021 and has held it in 6 quarters since. The position peaked at $232K in Q3 2024. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

Fernwood Investment Management held 996 shares of iShares Semiconductor ETF worth $215K as of Q4 2024.
Fernwood Investment Management sold 8 iShares Semiconductor ETF shares in Q4 2024, an estimated $1.78K.
iShares Semiconductor ETF made up 0.07% of Fernwood Investment Management's portfolio in Q4 2024, its #154 holding.
Fernwood Investment Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 6 quarters since.
Fernwood Investment Management's iShares Semiconductor ETF position peaked at $232K in Q3 2024.
762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

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