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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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. 628 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.
  • 628 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.