Seven Springs Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History

Seven Springs Wealth 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
2023 Q3	–	Sell	-2,259	Closed	-$382K	–	63
2023 Q2	$382K	Sell	2,259 -3,192	-59%	-$479K	0.18%	43
2023 Q1	$808K	Hold	5,451	–	–	0.4%	30
2022 Q4	$632K	Hold	5,451	–	–	0.31%	34
2022 Q3	$579K	Hold	5,451	–	–	0.31%	35
2022 Q2	$635K	Hold	5,451	–	–	0.32%	35
2022 Q1	$860K	Hold	5,451	–	–	0.41%	29
2021 Q4	$985K	Hold	5,451	–	–	0.45%	25
2021 Q3	$810K	Hold	5,451	–	–	0.4%	28
2021 Q2	$825K	Hold	5,451	–	–	0.36%	29
2021 Q1	$770K	Hold	5,451	–	–	0.36%	26
2020 Q4	$689K	Hold	5,451	–	–	0.36%	27
2020 Q3	$553K	Hold	5,451	–	–	0.35%	27
2020 Q2	$492K	Hold	5,451	–	–	0.31%	24
2020 Q1	$373K	Hold	5,451	–	–	0.26%	30
2019 Q4	$456K	Buy	+5,451	New	+$419K	0.31%	29

Other funds holding SOXX

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Seven Springs Wealth Group's SOXX Position: Q3 2023 in Review

Seven Springs Wealth Group sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 2,259 shares — an estimated $382K sold.

Seven Springs Wealth Group first reported a position in SOXX in Q4 2019 and held it in 15 quarters. The position peaked at $985K in Q4 2021. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Seven Springs Wealth Group reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Seven Springs Wealth Group sold 2,259 iShares Semiconductor ETF shares in Q3 2023, an estimated $382K.
Seven Springs Wealth Group first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 15 quarters.
Seven Springs Wealth Group's iShares Semiconductor ETF position peaked at $985K in Q4 2021.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Seven Springs Wealth Group's 13F filing for Q3 2023, filed 8 Nov 2023.