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Milestone Advisory Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Milestone Advisory Partners’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
Q3 		$1.03M Buy
6,507
+30
+0.5% +$5K 0.85% 27
2023
Q2 		$1.1M Buy
6,477
+30
+0.5% +$4.5K 0.99% 24
2023
Q1 		$956K Hold
6,447
– – 0.88% 25
2022
Q4 		$748K Sell
6,447
-2,199
-25% -$255K 0.56% 29
2022
Q3 		$919K Buy
8,646
+30
+0.3% +$3.76K 0.69% 27
2022
Q2 		$969K Hold
8,616
– – 0.79% 26
2022
Q1 		$1.36M Sell
8,616
-1,110
-11% -$178K 0.73% 29
2021
Q4 		$1.76M Hold
9,726
– – 0.89% 29
2021
Q3 		$1.45M Buy
9,726
+1,149
+13% +$175K 0.85% 30
2021
Q2 		$1.3M Sell
8,577
-2,352
-22% -$337K 0.68% 32
2021
Q1 		$1.54M Hold
10,929
– – 0.83% 26
2020
Q4 		$1.38M Sell
10,929
-474
-4% -$54.4K 0.79% 29
2020
Q3 		$1.16M Hold
11,403
– – 0.72% 25
2020
Q2 		$1.03M Hold
11,403
– – 0.61% 25
2020
Q1 		$780K Sell
11,403
-6,720
-37% -$532K 0.54% 19
2019
Q4 		$1.52M Hold
18,123
– – 0.8% 21
2019
Q3 		$1.28M Hold
18,123
– – 0.72% 22
2019
Q2 		$1.2M Buy
18,123
+747
+4% +$48.8K 0.73% 22
2019
Q1 		$1.1M Hold
17,376
– – 0.71% 22
2018
Q4 		$903K Sell
17,376
-31,239
-64% -$1.71M 0.78% 20
2018
Q3 		$3M Sell
48,615
-1,464
-3% -$90.4K 2.13% 17
2018
Q2 		$2.98M Sell
50,079
-1,161
-2% -$70.5K 2.21% 15
2018
Q1 		$3.08M Sell
51,240
-2,661
-5% -$162K 2.3% 13
2017
Q4 		$3.05M Buy
+53,901
New +$3.07M 2.29% 14

Other funds holding SOXX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Milestone Advisory Partners's SOXX Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares Semiconductor ETF (SOXX) stake by 0.46% in Q3 2023, buying an estimated $5K and bringing the position to 6,507 shares worth $1.03M. The position accounts for 0.85% of the portfolio, ranked #27.

Milestone Advisory Partners first reported a position in SOXX in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.08M in Q1 2018. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

  • Milestone Advisory Partners held 6,507 shares of iShares Semiconductor ETF worth $1.03M as of Q3 2023.
  • Milestone Advisory Partners bought 30 iShares Semiconductor ETF shares in Q3 2023, an estimated $5K.
  • iShares Semiconductor ETF made up 0.85% of Milestone Advisory Partners's portfolio in Q3 2023, its #27 holding.
  • Milestone Advisory Partners first reported a position in iShares Semiconductor ETF in Q4 2017 and has held it in 24 quarters since.
  • Milestone Advisory Partners's iShares Semiconductor ETF position peaked at $3.08M in Q1 2018.
  • 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.