Sanford Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$1.04M Buy
9,006
+246
+3% +$28.6K 0.25% 55
2022
Q3
$931K Sell
8,760
-66
-0.7% -$8.28K 0.27% 45
2022
Q2
$1.03M Buy
8,826
+750
+9% +$101K 0.29% 42
2022
Q1
$1.27M Buy
8,076
+1,278
+19% +$205K 0.35% 33
2021
Q4
$1.23M Buy
6,798
+1,422
+26% +$238K 0.28% 37
2021
Q3
$799K Buy
5,376
+930
+21% +$141K 0.2% 44
2021
Q2
$674K Buy
4,446
+129
+3% +$18.5K 0.17% 52
2021
Q1
$610K Buy
+4,317
New +$591K 0.17% 52

Other funds holding SOXX

Sanford Advisory Services's SOXX Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Semiconductor ETF (SOXX) stake by 2.8% in Q4 2022, buying an estimated $28.6K and bringing the position to 9,006 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #55.

Sanford Advisory Services first reported a position in SOXX in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2022. 461 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

  • Sanford Advisory Services held 9,006 shares of iShares Semiconductor ETF worth $1.04M as of Q4 2022.
  • Sanford Advisory Services bought 246 iShares Semiconductor ETF shares in Q4 2022, an estimated $28.6K.
  • iShares Semiconductor ETF made up 0.25% of Sanford Advisory Services's portfolio in Q4 2022, its #55 holding.
  • Sanford Advisory Services first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 8 quarters since.
  • Sanford Advisory Services's iShares Semiconductor ETF position peaked at $1.27M in Q1 2022.
  • 461 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.