Level Four Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,563
Closed -$341K 792
2024
Q3
$341K Sell
1,563
-66
-4% -$15.2K 0.01% 604
2024
Q2
$402K Buy
1,629
+1,123
+222% +$257K 0.02% 534
2024
Q1
$292K Sell
506
-1,012
-67% -$210K 0.02% 620
2023
Q4
$292K Buy
1,518
+249
+20% +$41.8K 0.02% 618
2023
Q3
$200K Sell
1,269
-36
-3% -$6K 0.01% 686
2023
Q2
$221K Sell
1,305
-333
-20% -$49.9K 0.01% 710
2023
Q1
$243K Buy
+1,638
New +$223K 0.02% 638
2022
Q4
Sell
-1,899
Closed -$202K 711
2022
Q3
$202K Buy
+1,899
New +$238K 0.02% 507
2022
Q2
Sell
-1,581
Closed -$249K 647
2022
Q1
$249K Buy
1,581
+90
+6% +$14.4K 0.02% 552
2021
Q4
$270K Buy
+1,491
New +$250K 0.02% 535

Other funds holding SOXX

Level Four Advisory Services's SOXX Position: Q4 2024 in Review

Level Four Advisory Services sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 1,563 shares — an estimated $341K sold.

Level Four Advisory Services first reported a position in SOXX in Q4 2021 and held it in 10 quarters. The position peaked at $402K in Q2 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Level Four Advisory Services reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 1,563 iShares Semiconductor ETF shares in Q4 2024, an estimated $341K.
  • Level Four Advisory Services first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 10 quarters.
  • Level Four Advisory Services's iShares Semiconductor ETF position peaked at $402K in Q2 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.