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Sheets Smith Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-195
Closed -$30.8K – 473
2023
Q3 		$30.8K Buy
+195
New +$32.5K ﹤0.01% 412

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sheets Smith Wealth Management's SOXX Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2023, closing a stake of 195 shares — an estimated $30.8K sold.

Sheets Smith Wealth Management first reported a position in SOXX in Q3 2023 and held it in 1 quarter. The position peaked at $30.8K in Q3 2023. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 195 iShares Semiconductor ETF shares in Q4 2023, an estimated $30.8K.
  • Sheets Smith Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Semiconductor ETF position peaked at $30.8K in Q3 2023.
  • 627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.