Hoover Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Hoover Financial 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
2021 Q2	$96K	Sell	636 -72	-10%	-$10.3K	0.02%	209
2021 Q1	$95K	Buy	708 +435	+159%	+$59.5K	0.02%	199
2020 Q4	$38K	Hold	273	–	–	0.01%	260
2020 Q3	$28K	Buy	+273	New	+$26.7K	0.01%	148

Other funds holding SOXX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hoover Financial Advisors's SOXX Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 10% in Q2 2021, selling an estimated $10.3K and leaving 636 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #209.

Hoover Financial Advisors first reported a position in SOXX in Q3 2020 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold SOXX as of Q2 2021.

Hoover Financial Advisors held 636 shares of iShares Semiconductor ETF worth $96K as of Q2 2021.
Hoover Financial Advisors sold 72 iShares Semiconductor ETF shares in Q2 2021, an estimated $10.3K.
iShares Semiconductor ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #209 holding.
Hoover Financial Advisors first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 4 quarters since.
376 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.