Institutional & Family Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Institutional & Family Asset 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
2022 Q2	–	Sell	-36	Closed	-$6K	–	783
2022 Q1	$6K	Hold	36	–	–	﹤0.01%	531
2021 Q4	$7K	Sell	36 -1,560	-98%	-$262K	﹤0.01%	509
2021 Q3	$237K	Sell	1,596 -9	-0.6%	-$1.37K	0.04%	160
2021 Q2	$243K	Sell	1,605 -297	-16%	-$42.5K	0.04%	157
2021 Q1	$269K	Buy	1,902 +999	+111%	+$137K	0.05%	155
2020 Q4	$114K	Sell	903 -1,179	-57%	-$135K	0.02%	238
2020 Q3	$212K	Sell	2,082 -1,191	-36%	-$116K	0.05%	160
2020 Q2	$296K	Buy	3,273 +2,844	+663%	+$230K	0.06%	138
2020 Q1	$29K	Buy	+429	New	+$34K	0.01%	319

Other funds holding SOXX

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

Goldman Sachs New York $871B AUM 31.28% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

HIIFS

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

Institutional & Family Asset Management's SOXX Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 36 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in SOXX in Q1 2020 and held it in 9 quarters. The position peaked at $296K in Q2 2020. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

Institutional & Family Asset Management reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 36 iShares Semiconductor ETF shares in Q2 2022, an estimated $6K.
Institutional & Family Asset Management first reported a position in iShares Semiconductor ETF in Q1 2020 and held it in 9 quarters.
Institutional & Family Asset Management's iShares Semiconductor ETF position peaked at $296K in Q2 2020.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.