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Mark Sheptoff Financial Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Mark Sheptoff Financial Planning’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
-1,350
Closed -$213K – 424
2022
Q1 		$213K Buy
1,350
+150
+13% +$24K 0.11% 103
2021
Q4 		$217K Hold
1,200
– – 0.1% 103
2021
Q3 		$178K Hold
1,200
– – 0.1% 110
2021
Q2 		$182K Buy
1,200
+75
+7% +$10.7K 0.1% 108
2021
Q1 		$159K Buy
+1,125
New +$154K 0.09% 111

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
Wells Fargo
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

Mark Sheptoff Financial Planning's SOXX Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 1,350 shares — an estimated $213K sold.

Mark Sheptoff Financial Planning first reported a position in SOXX in Q1 2021 and held it in 5 quarters. The position peaked at $217K in Q4 2021. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,350 iShares Semiconductor ETF shares in Q2 2022, an estimated $213K.
  • Mark Sheptoff Financial Planning first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's iShares Semiconductor ETF position peaked at $217K in Q4 2021.
  • 453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.