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 $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s SOXX Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares Semiconductor ETF (SOXX) stake by 3.2% in Q2 2024, selling an estimated $7.55K and leaving 1,002 shares worth $247K. The position accounts for 0.14% of the portfolio, ranked #141.

Heritage Wealth Management (Arizona) first reported a position in SOXX in Q1 2021 and has held it in 9 quarters since. The position peaked at $303K in Q4 2022. 739 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,002 shares of iShares Semiconductor ETF worth $247K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 33 iShares Semiconductor ETF shares in Q2 2024, an estimated $7.55K.
iShares Semiconductor ETF made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #141 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s iShares Semiconductor ETF position peaked at $303K in Q4 2022.
739 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.