Ironwood Investment Counsel’s iShares Semiconductor ETF SOXX Stock Holding History

Ironwood Investment Counsel’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
2023 Q2	–	Sell	-1,677	Closed	-$249K	–	223
2023 Q1	$249K	Sell	1,677 -1,233	-42%	-$168K	0.06%	179
2022 Q4	$338K	Buy	+2,910	New	+$338K	0.08%	155

Other funds holding SOXX

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ironwood Investment Counsel's SOXX Position: Q2 2023 in Review

Ironwood Investment Counsel sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 1,677 shares — an estimated $249K sold.

Ironwood Investment Counsel first reported a position in SOXX in Q4 2022 and held it in 2 quarters. The position peaked at $338K in Q4 2022. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

Ironwood Investment Counsel reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Ironwood Investment Counsel sold 1,677 iShares Semiconductor ETF shares in Q2 2023, an estimated $249K.
Ironwood Investment Counsel first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 2 quarters.
Ironwood Investment Counsel's iShares Semiconductor ETF position peaked at $338K in Q4 2022.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on Ironwood Investment Counsel's 13F filing for Q2 2023, filed 8 Aug 2023.