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MB, Levis & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

MB, Levis & Associates’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
2024
Q4 		– Sell
-5
Closed -$1.15K – 306
2024
Q3 		$1.15K Buy
+5
New +$1.15K ﹤0.01% 266
2023
Q4 		– Sell
-150
Closed -$23.7K – 284
2023
Q3 		$23.7K Buy
+150
New +$25K 0.02% 148

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MB, Levis & Associates's SOXX Position: Q4 2024 in Review

MB, Levis & Associates sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 5 shares — an estimated $1.15K sold.

MB, Levis & Associates first reported a position in SOXX in Q3 2023 and held it in 2 quarters. The position peaked at $23.7K in Q3 2023. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • MB, Levis & Associates reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • MB, Levis & Associates sold 5 iShares Semiconductor ETF shares in Q4 2024, an estimated $1.15K.
  • MB, Levis & Associates first reported a position in iShares Semiconductor ETF in Q3 2023 and held it in 2 quarters.
  • MB, Levis & Associates's iShares Semiconductor ETF position peaked at $23.7K in Q3 2023.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on MB, Levis & Associates's 13F filing for Q4 2024, filed 7 May 2025.