SFI Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

SFI 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
2024 Q1	–	Sell	-1,233	Closed	-$237K	–	98
2023 Q4	$237K	Buy	+1,233	New	+$207K	0.2%	67

Other funds holding SOXX

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

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

SFI Advisors's SOXX Position: Q1 2024 in Review

SFI Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 1,233 shares — an estimated $237K sold.

SFI Advisors first reported a position in SOXX in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

SFI Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
SFI Advisors sold 1,233 iShares Semiconductor ETF shares in Q1 2024, an estimated $237K.
SFI Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 1 quarter.
SFI Advisors's iShares Semiconductor ETF position peaked at $237K in Q4 2023.
690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.