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Retirement Group’s iShares Semiconductor ETF SOXX Stock Holding History

Retirement Group’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
Q1 		$390K Buy
1,726
+754
+78% +$157K 0.14% 79
2023
Q4 		$187K Sell
972
-1,200
-55% -$201K 0.08% 112
2023
Q3 		$343K Buy
2,172
+30
+1% +$5K 0.14% 72
2023
Q2 		$362K Buy
2,142
+1,089
+103% +$163K 0.15% 69
2023
Q1 		$156K Buy
1,053
+405
+63% +$55.2K 0.07% 107
2022
Q4 		$75K Buy
648
+363
+127% +$42.1K 0.04% 150
2022
Q3 		$30K Sell
285
-360
-56% -$45.1K 0.02% 152
2022
Q2 		$75K Hold
645
– – 0.03% 176
2022
Q1 		$102K Hold
645
– – 0.04% 168
2021
Q4 		$117K Buy
645
+108
+20% +$18.1K 0.05% 153
2021
Q3 		$80K Hold
537
– – 0.04% 180
2021
Q2 		$81K Sell
537
-174
-24% -$24.9K 0.04% 178
2021
Q1 		$100K Buy
711
+462
+186% +$63.2K 0.05% 187
2020
Q4 		$31K Buy
249
+150
+152% +$17.2K 0.01% 312
2020
Q3 		$10K Hold
99
– – 0.01% 418
2020
Q2 		$9K Buy
+99
New +$8K 0.01% 398
2019
Q4 		$8K Buy
+99
New +$7.61K 0.01% 403

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group's SOXX Position: Q1 2024 in Review

Retirement Group increased its iShares Semiconductor ETF (SOXX) stake by 78% in Q1 2024, buying an estimated $157K and bringing the position to 1,726 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #79.

Retirement Group first reported a position in SOXX in Q4 2019 and has held it in 17 quarters since. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

  • Retirement Group held 1,726 shares of iShares Semiconductor ETF worth $390K as of Q1 2024.
  • Retirement Group bought 754 iShares Semiconductor ETF shares in Q1 2024, an estimated $157K.
  • iShares Semiconductor ETF made up 0.14% of Retirement Group's portfolio in Q1 2024, its #79 holding.
  • Retirement Group first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 17 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.