Householder Group Estate & Retirement Specialist’s iShares Semiconductor ETF SOXX Stock Holding History

Householder Group Estate & Retirement Specialist’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	-529	Closed	-$121K	–	1123
2024 Q3	$121K	Buy	529 +257	+94%	+$59K	0.04%	335
2024 Q2	$67K	Buy	272 +104	+62%	+$23.8K	0.02%	433
2024 Q1	$38K	Buy	168 +24	+17%	+$4.99K	0.01%	534
2023 Q4	$27K	Buy	144 +15	+12%	+$2.52K	0.01%	577
2023 Q3	$20.4K	Buy	+129	New	+$21.5K	0.01%	640
2023 Q1	$31K	Buy	+207	New	+$28.2K	0.01%	539
2022 Q4	–	Sell	-255	Closed	-$27K	–	1007
2022 Q3	$27K	Buy	+255	New	+$32K	0.01%	518

Other funds holding SOXX

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SOXX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 529 shares — an estimated $121K sold.

Householder Group Estate & Retirement Specialist first reported a position in SOXX in Q3 2022 and held it in 7 quarters. The position peaked at $121K in Q3 2024. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 529 iShares Semiconductor ETF shares in Q4 2024, an estimated $121K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Semiconductor ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Semiconductor ETF position peaked at $121K in Q3 2024.
762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.