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

Heirloom 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	–	Sell	-1,060	Closed	-$244K	–	48
2024 Q3	$244K	Sell	1,060 -105	-9%	-$24.1K	0.08%	39
2024 Q2	$287K	Sell	1,165 -112	-9%	-$25.6K	0.09%	41
2024 Q1	$289K	Sell	1,277 -52	-4%	-$10.8K	0.1%	43
2023 Q4	$255K	Buy	1,329 +24	+2%	+$4.03K	0.1%	46
2023 Q3	$206K	Buy	1,305 +42	+3%	+$6.99K	0.09%	51
2023 Q2	$214K	Buy	+1,263	New	+$189K	0.09%	49
2023 Q1	–	Sell	-6,276	Closed	-$728K	–	54
2022 Q4	$728K	Buy	+6,276	New	+$729K	0.45%	29

Other funds holding SOXX

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

Heirloom Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 1,060 shares — an estimated $244K sold.

Heirloom Wealth Management first reported a position in SOXX in Q4 2022 and held it in 7 quarters. The position peaked at $728K in Q4 2022. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

Heirloom Wealth Management reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Heirloom Wealth Management sold 1,060 iShares Semiconductor ETF shares in Q4 2024, an estimated $244K.
Heirloom Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 7 quarters.
Heirloom Wealth Management's iShares Semiconductor ETF position peaked at $728K in Q4 2022.
761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Heirloom Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.