Sittner & Nelson’s iShares Semiconductor ETF SOXX Stock Holding History

Sittner & Nelson’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 Q2	–	Sell	-174	Closed	-$25.8K	–	513
2023 Q1	$25.8K	Buy	+174	New	+$23.7K	0.01%	275

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

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

Goldman Sachs New York $871B AUM 31.28% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sittner & Nelson's SOXX Position: Q2 2023 in Review

Sittner & Nelson sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 174 shares — an estimated $25.8K sold.

Sittner & Nelson first reported a position in SOXX in Q1 2023 and held it in 1 quarter. The position peaked at $25.8K in Q1 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

Sittner & Nelson reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Sittner & Nelson sold 174 iShares Semiconductor ETF shares in Q2 2023, an estimated $25.8K.
Sittner & Nelson first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 1 quarter.
Sittner & Nelson's iShares Semiconductor ETF position peaked at $25.8K in Q1 2023.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.