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Founders Financial Securities’s iShares Semiconductor ETF SOXX Stock Holding History

Founders Financial Securities’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 		– Sell
-3,753
Closed -$865K – 461
2024
Q3 		$865K Sell
3,753
-812
-18% -$187K 0.08% 199
2024
Q2 		$1.13M Buy
4,565
+1,247
+38% +$285K 0.11% 162
2024
Q1 		$750K Buy
3,318
+84
+3% +$17.5K 0.08% 201
2023
Q4 		$621K Buy
3,234
+1,392
+76% +$234K 0.07% 218
2023
Q3 		$291K Buy
1,842
+243
+15% +$40.5K 0.04% 269
2023
Q2 		$270K Buy
+1,599
New +$240K 0.04% 273
2022
Q3 		– Sell
-3,699
Closed -$431K – 318
2022
Q2 		$431K Buy
3,699
+1,875
+103% +$253K 0.08% 177
2022
Q1 		$288K Buy
+1,824
New +$292K 0.05% 224
2021
Q3 		– Sell
-2,907
Closed -$440K – 295
2021
Q2 		$440K Sell
2,907
-600
-17% -$85.9K 0.09% 190
2021
Q1 		$496K Buy
+3,507
New +$480K 0.11% 151

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

Founders Financial Securities's SOXX Position: Q4 2024 in Review

Founders Financial Securities sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 3,753 shares — an estimated $865K sold.

Founders Financial Securities first reported a position in SOXX in Q1 2021 and held it in 10 quarters. The position peaked at $1.13M in Q2 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Founders Financial Securities reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 3,753 iShares Semiconductor ETF shares in Q4 2024, an estimated $865K.
  • Founders Financial Securities first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 10 quarters.
  • Founders Financial Securities's iShares Semiconductor ETF position peaked at $1.13M in Q2 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.