Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Semiconductor ETF SOXX Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-105
Closed -$16.6K – 438
2023
Q3 		$16.6K Buy
+105
New +$17.5K ﹤0.01% 290

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Legacy Financial Group (Iowa)'s SOXX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Semiconductor ETF (SOXX) in Q4 2023, closing a stake of 105 shares — an estimated $16.6K sold.

Legacy Financial Group (Iowa) first reported a position in SOXX in Q3 2023 and held it in 1 quarter. The position peaked at $16.6K in Q3 2023. 628 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 105 iShares Semiconductor ETF shares in Q4 2023, an estimated $16.6K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Semiconductor ETF position peaked at $16.6K in Q3 2023.
  • 628 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.