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Heritage Oak Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Heritage Oak Wealth Advisors’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
-6,129
Closed -$1.41M – 166
2024
Q3 		$1.41M Buy
+6,129
New +$1.41M 0.65% 36

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

Heritage Oak Wealth Advisors's SOXX Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 6,129 shares — an estimated $1.41M sold.

Heritage Oak Wealth Advisors first reported a position in SOXX in Q3 2024 and held it in 1 quarter. The position peaked at $1.41M in Q3 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 6,129 iShares Semiconductor ETF shares in Q4 2024, an estimated $1.41M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Semiconductor ETF position peaked at $1.41M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.