Heritage Wealth Management (Arizona)’s iShares Semiconductor ETF SOXX Stock Holding History

Heritage Wealth Management (Arizona)’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	$247K	Sell	1,002 -33	-3%	-$7.55K	0.14%	141
2024 Q1	$234K	Buy	+1,035	New	+$215K	0.12%	156
2022 Q4	$303K	Buy	2,610 +1,167	+81%	+$135K	0.04%	290
2022 Q3	$153K	Hold	1,443	–	–	0.05%	276
2022 Q2	$168K	Sell	1,443 -132	-8%	-$17.8K	0.06%	269
2022 Q1	$248K	Buy	+1,575	New	+$252K	0.07%	232
2021 Q3	$236K	Sell	1,590 -96	-6%	-$14.6K	0.08%	189
2021 Q2	$255K	Sell	1,686 -63	-4%	-$9.01K	0.1%	183
2021 Q1	$247K	Buy	+1,749	New	+$239K	0.14%	129

Other funds holding SOXX

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return