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Stewardship Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Stewardship Financial 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
2021
Q1 		$5K Hold
36
– – ﹤0.01% 85
2020
Q4 		$5K Hold
36
– – ﹤0.01% 89
2020
Q3 		$4K Hold
36
– – ﹤0.01% 74
2020
Q2 		$3K Hold
36
– – ﹤0.01% 71
2020
Q1 		$2K Buy
36
+6
+20% +$475 ﹤0.01% 59
2019
Q4 		$3K Buy
30
+12
+67% +$923 ﹤0.01% 85
2019
Q3 		$1K Buy
+18
New +$1.24K ﹤0.01% 72

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stewardship Financial Advisors's SOXX Position: Q1 2021 in Review

Stewardship Financial Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q1 2021 at 36 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #85.

Stewardship Financial Advisors first reported a position in SOXX in Q3 2019 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold SOXX as of Q1 2021.

  • Stewardship Financial Advisors held 36 shares of iShares Semiconductor ETF worth $5K as of Q1 2021.
  • Stewardship Financial Advisors left its iShares Semiconductor ETF share count unchanged in Q1 2021.
  • iShares Semiconductor ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #85 holding.
  • Stewardship Financial Advisors first reported a position in iShares Semiconductor ETF in Q3 2019 and has held it in 7 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.