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Impact Partnership Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Impact Partnership Wealth’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 		– Sell
-150
Closed -$33.9K – 613
2024
Q1 		$33.9K Hold
150
– – 0.01% 350
2023
Q4 		$28.8K Sell
150
-18
-11% -$3.02K 0.01% 380
2023
Q3 		$26.5K Buy
168
+150
+833% +$25K 0.01% 460
2023
Q2 		$3.04K Buy
+18
New +$2.7K ﹤0.01% 571

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Partnership Wealth's SOXX Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 150 shares — an estimated $33.9K sold.

Impact Partnership Wealth first reported a position in SOXX in Q2 2023 and held it in 4 quarters. The position peaked at $33.9K in Q1 2024. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 150 iShares Semiconductor ETF shares in Q2 2024, an estimated $33.9K.
  • Impact Partnership Wealth first reported a position in iShares Semiconductor ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares Semiconductor ETF position peaked at $33.9K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.