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Holistic Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Holistic Planning’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
Q3 		– Sell
-1,134
Closed -$256K – 163
2024
Q2 		$256K Hold
1,134
– – 0.2% 97
2024
Q1 		$256K Sell
1,134
-96
-8% -$20K 0.2% 97
2023
Q4 		$236K Buy
+1,230
New +$206K 0.2% 102

Other funds holding SOXX

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Holistic Planning's SOXX Position: Q3 2024 in Review

Holistic Planning sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 1,134 shares — an estimated $256K sold.

Holistic Planning first reported a position in SOXX in Q4 2023 and held it in 3 quarters. The position peaked at $256K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

  • Holistic Planning reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Holistic Planning sold 1,134 iShares Semiconductor ETF shares in Q3 2024, an estimated $256K.
  • Holistic Planning first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 3 quarters.
  • Holistic Planning's iShares Semiconductor ETF position peaked at $256K in Q2 2024.
  • 741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Holistic Planning's 13F filing for Q3 2024, filed 1 Nov 2024.