Mirabella Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-11,191	Closed	-$2.53M	–	670
2024 Q1	$2.53M	Buy	+11,191	New	+$2.33M	0.18%	96
2023 Q2	–	Sell	-1,680	Closed	-$249K	–	641
2023 Q1	$249K	Sell	1,680 -76,833	-98%	-$10.5M	0.04%	327
2022 Q4	$9.11M	Sell	78,513 -20,286	-21%	-$2.36M	0.81%	13
2022 Q3	$10.7M	Buy	98,799 +25,887	+36%	+$3.25M	1.11%	12
2022 Q2	$8.49M	Buy	72,912 +32,484	+80%	+$4.38M	0.84%	15
2022 Q1	$6.38M	Sell	40,428 -17,091	-30%	-$2.74M	0.71%	17
2021 Q4	$10.4M	Buy	57,519 +47,958	+502%	+$8.04M	1.06%	15
2021 Q3	$1.42M	Buy	+9,561	New	+$1.45M	0.19%	135
2021 Q2	–	Sell	-10,500	Closed	-$1.48M	–	399
2021 Q1	$1.48M	Buy	+10,500	New	+$1.44M	0.46%	61

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirabella Financial Services's SOXX Position: Q2 2024 in Review

Mirabella Financial Services sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 11,191 shares — an estimated $2.53M sold.

Mirabella Financial Services first reported a position in SOXX in Q1 2021 and held it in 9 quarters. The position peaked at $10.7M in Q3 2022. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

Mirabella Financial Services reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 11,191 iShares Semiconductor ETF shares in Q2 2024, an estimated $2.53M.
Mirabella Financial Services first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 9 quarters.
Mirabella Financial Services's iShares Semiconductor ETF position peaked at $10.7M in Q3 2022.
737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.