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Moloney Securities Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Moloney Securities Asset Management’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
-986
Closed -$227K – 514
2024
Q3 		$227K Sell
986
-987
-50% -$227K 0.03% 414
2024
Q2 		$487K Buy
1,973
+930
+89% +$213K 0.07% 271
2024
Q1 		$236K Buy
+1,043
New +$217K 0.04% 388
2023
Q3 		– Sell
-1,968
Closed -$333K – 455
2023
Q2 		$333K Sell
1,968
-108
-5% -$16.2K 0.06% 301
2023
Q1 		$308K Buy
2,076
+69
+3% +$9.4K 0.06% 313
2022
Q4 		$233K Buy
2,007
+90
+5% +$10.4K 0.05% 335
2022
Q3 		$204K Buy
1,917
+3
+0.2% +$376 0.05% 335
2022
Q2 		$223K Hold
1,914
– – 0.05% 321
2022
Q1 		$302K Sell
1,914
-42
-2% -$6.73K 0.06% 293
2021
Q4 		$354K Buy
1,956
+387
+25% +$64.9K 0.06% 288
2021
Q3 		$233K Buy
1,569
+3
+0.2% +$456 0.04% 368
2021
Q2 		$237K Buy
1,566
+105
+7% +$15K 0.04% 363
2021
Q1 		$206K Buy
+1,461
New +$200K 0.04% 375

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

Moloney Securities Asset Management's SOXX Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 986 shares — an estimated $227K sold.

Moloney Securities Asset Management first reported a position in SOXX in Q1 2021 and held it in 13 quarters. The position peaked at $487K in Q2 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Moloney Securities Asset Management reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 986 iShares Semiconductor ETF shares in Q4 2024, an estimated $227K.
  • Moloney Securities Asset Management first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 13 quarters.
  • Moloney Securities Asset Management's iShares Semiconductor ETF position peaked at $487K in Q2 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.