FIM
SOXX icon

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

Freedom 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 		– Sell
-5,881
Closed -$1.36M – 818
2024
Q3 		$1.36M Buy
5,881
+3,047
+108% +$700K 0.11% 174
2024
Q2 		$699K Sell
2,834
-7,710
-73% -$1.76M 0.06% 323
2024
Q1 		$2.38M Sell
10,544
-10,147
-49% -$2.11M 0.19% 94
2023
Q4 		$3.97M Buy
20,691
+2,499
+14% +$419K 0.32% 58
2023
Q3 		$2.87M Sell
18,192
-21,564
-54% -$3.59M 0.35% 58
2023
Q2 		$6.72M Sell
39,756
-7,776
-16% -$1.17M 0.75% 17
2023
Q1 		$7.05M Buy
47,532
+35,262
+287% +$4.81M 0.8% 15
2022
Q4 		$1.42M Buy
12,270
+186
+2% +$21.6K 0.16% 168
2022
Q3 		$1.28M Sell
12,084
-9,453
-44% -$1.19M 0.15% 177
2022
Q2 		$2.51M Buy
21,537
+16,524
+330% +$2.23M 0.27% 90
2022
Q1 		$791K Buy
+5,013
New +$803K 0.07% 345
2021
Q2 		– Sell
-38,067
Closed -$5.38M – 911
2021
Q1 		$5.38M Sell
38,067
-15,990
-30% -$2.19M 0.42% 46
2020
Q4 		$6.83M Buy
54,057
+22,347
+70% +$2.57M 0.75% 21
2020
Q3 		$3.22M Buy
+31,710
New +$3.1M 0.35% 56
2020
Q2 		– Sell
-92,349
Closed -$7.8M – 677
2020
Q1 		$7.8M Buy
92,349
+81,063
+718% +$6.42M 0.69% 22
2019
Q4 		$945K Buy
11,286
+7,668
+212% +$590K 0.08% 210
2019
Q3 		$255K Buy
+3,618
New +$250K 0.02% 570
2018
Q2 		– Sell
-3,534
Closed -$212K – 1114
2018
Q1 		$212K Sell
3,534
-816
-19% -$49.7K 0.01% 1016
2017
Q4 		$246K Buy
+4,350
New +$247K 0.01% 962
2017
Q3 		– Sell
-5,973
Closed -$279K – 1143
2017
Q2 		$279K Sell
5,973
-11,046
-65% -$521K 0.02% 818
2017
Q1 		$777K Buy
+17,019
New +$742K 0.05% 377
2016
Q4 		– Sell
-15,006
Closed -$565K – 1043
2016
Q3 		$565K Buy
+15,006
New +$524K 0.04% 416

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Freedom Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 5,881 shares — an estimated $1.36M sold.

Freedom Investment Management first reported a position in SOXX in Q3 2016 and held it in 22 quarters. The position peaked at $7.8M in Q1 2020. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Freedom Investment Management reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 5,881 iShares Semiconductor ETF shares in Q4 2024, an estimated $1.36M.
  • Freedom Investment Management first reported a position in iShares Semiconductor ETF in Q3 2016 and held it in 22 quarters.
  • Freedom Investment Management's iShares Semiconductor ETF position peaked at $7.8M in Q1 2020.
  • 762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

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