ICA Group Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

ICA Group Wealth Management’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	$4.44K	Sell	18 -90	-83%	-$20.6K	﹤0.01%	597
2024 Q1	$24.4K	Sell	108 -15	-12%	-$3.12K	﹤0.01%	710
2023 Q4	$23.6K	Buy	+123	New	+$20.6K	0.01%	682
2023 Q3	–	Sell	-123	Closed	-$20.8K	–	1068
2023 Q2	$20.8K	Hold	123	–	–	0.01%	684
2023 Q1	$18.2K	Hold	123	–	–	﹤0.01%	687
2022 Q4	$14.6K	Buy	+123	New	+$14.3K	﹤0.01%	749

Other funds holding SOXX

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

ICA Group Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 83% in Q2 2024, selling an estimated $20.6K and leaving 18 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

ICA Group Wealth Management first reported a position in SOXX in Q4 2022 and has held it in 6 quarters since. The position peaked at $24.4K in Q1 2024. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

ICA Group Wealth Management held 18 shares of iShares Semiconductor ETF worth $4.44K as of Q2 2024.
ICA Group Wealth Management sold 90 iShares Semiconductor ETF shares in Q2 2024, an estimated $20.6K.
iShares Semiconductor ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #597 holding.
ICA Group Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares Semiconductor ETF position peaked at $24.4K in Q1 2024.
737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

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