Reilly Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$51K	Buy	+282	New	+$47.3K	﹤0.01%	401

Other funds holding SOXX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Reilly Financial Advisors's SOXX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q4 2021: 282 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

471 funds tracked by Wall St. Rank hold SOXX as of Q4 2021.

Reilly Financial Advisors held 282 shares of iShares Semiconductor ETF worth $51K as of Q4 2021.
iShares Semiconductor ETF was a new Reilly Financial Advisors position in Q4 2021.
iShares Semiconductor ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #401 holding.
471 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.