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NorthRock Partners’s iShares Semiconductor ETF SOXX Stock Holding History

NorthRock 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
2024
Q4 		– Sell
-711
Closed -$164K – 861
2024
Q3 		$164K Hold
711
– – 0.01% 619
2024
Q2 		$175K Sell
711
-373
-34% -$85.4K 0.01% 588
2024
Q1 		$245K Buy
1,084
+1
+0.1% +$208 0.01% 535
2023
Q4 		$208K Buy
+1,083
New +$182K 0.01% 542

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

NorthRock Partners's SOXX Position: Q4 2024 in Review

NorthRock Partners sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 711 shares — an estimated $164K sold.

NorthRock Partners first reported a position in SOXX in Q4 2023 and held it in 4 quarters. The position peaked at $245K in Q1 2024. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • NorthRock Partners reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 711 iShares Semiconductor ETF shares in Q4 2024, an estimated $164K.
  • NorthRock Partners first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 4 quarters.
  • NorthRock Partners's iShares Semiconductor ETF position peaked at $245K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.