TimeScale Financial’s iShares Semiconductor ETF SOXX Stock Holding History

TimeScale Financial’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	$6.69K	Hold	39	–	–	﹤0.01%	400
2023 Q1	$5.86K	Hold	39	–	–	﹤0.01%	400
2022 Q4	$4.15K	Hold	39	–	–	﹤0.01%	406
2022 Q3	$4K	Buy	39 +12	+44%	+$1.5K	﹤0.01%	418
2022 Q2	$3K	Buy	27 +12	+80%	+$1.62K	﹤0.01%	415
2022 Q1	$2K	Buy	+15	New	+$2.4K	﹤0.01%	460

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

TimeScale Financial's SOXX Position: Q2 2023 in Review

TimeScale Financial held its iShares Semiconductor ETF (SOXX) position steady in Q2 2023 at 39 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

TimeScale Financial first reported a position in SOXX in Q1 2022 and has held it in 6 quarters since. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

TimeScale Financial held 39 shares of iShares Semiconductor ETF worth $6.69K as of Q2 2023.
TimeScale Financial left its iShares Semiconductor ETF share count unchanged in Q2 2023.
iShares Semiconductor ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #400 holding.
TimeScale Financial first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 6 quarters since.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.