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ICA Group Wealth Management’s Strive US Semiconductor ETF SHOC Stock Holding History

ICA Group Wealth Management’s Portfolio SHOC Stock Details SHOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$58.9K Buy
1,165
+164
+16% +$7.52K 0.04% 225
2024
Q1 		$44.7K Buy
1,001
+151
+18% +$6.33K 0.01% 581
2023
Q4 		$33.5K Buy
+850
New +$29.2K 0.01% 601
2023
Q3 		– Sell
-850
Closed -$29.5K – 1051
2023
Q2 		$29.5K Buy
850
+225
+36% +$6.97K 0.01% 607
2023
Q1 		$19.2K Buy
625
+600
+2,400% +$16.9K ﹤0.01% 673
2022
Q4 		$696 Buy
+25
New +$623 ﹤0.01% 1203

Other funds holding SHOC

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ICA Group Wealth Management's SHOC Position: Q2 2024 in Review

ICA Group Wealth Management increased its Strive US Semiconductor ETF (SHOC) stake by 16% in Q2 2024, buying an estimated $7.52K and bringing the position to 1,165 shares worth $58.9K. The position accounts for 0.04% of the portfolio, ranked #225.

ICA Group Wealth Management first reported a position in SHOC in Q4 2022 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold SHOC as of Q2 2024.

  • ICA Group Wealth Management held 1,165 shares of Strive US Semiconductor ETF worth $58.9K as of Q2 2024.
  • ICA Group Wealth Management bought 164 Strive US Semiconductor ETF shares in Q2 2024, an estimated $7.52K.
  • Strive US Semiconductor ETF made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #225 holding.
  • ICA Group Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2022 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.