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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 765 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.
765 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.