Harbor Investment Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Harbor Investment Advisory’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 Q2	–	Sell	-90	Closed	-$20.3K	–	1431
2024 Q1	$20.3K	Hold	90	–	–	﹤0.01%	736
2023 Q4	$17.3K	Buy	+90	New	+$15.1K	﹤0.01%	739
2022 Q3	–	Sell	-36	Closed	-$4K	–	1393
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	1179
2022 Q1	$6K	Buy	+36	New	+$5.76K	﹤0.01%	1154
2021 Q2	–	Sell	-21	Closed	-$3K	–	1303
2021 Q1	$3K	Buy	+21	New	+$2.87K	﹤0.01%	1137

Other funds holding SOXX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Harbor Investment Advisory's SOXX Position: Q2 2024 in Review

Harbor Investment Advisory sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 90 shares — an estimated $20.3K sold.

Harbor Investment Advisory first reported a position in SOXX in Q1 2021 and held it in 5 quarters. The position peaked at $20.3K in Q1 2024. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

Harbor Investment Advisory reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 90 iShares Semiconductor ETF shares in Q2 2024, an estimated $20.3K.
Harbor Investment Advisory first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 5 quarters.
Harbor Investment Advisory's iShares Semiconductor ETF position peaked at $20.3K in Q1 2024.
737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.