Tyler-Stone Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-336	Closed	-$83K	–	849
2024 Q2	$83K	Sell	336 -285	-46%	-$65.2K	0.03%	310
2024 Q1	$140K	Buy	621 +15	+2%	+$3.12K	0.06%	233
2023 Q4	$116K	Buy	606 +3	+0.5%	+$503	0.06%	247
2023 Q3	$95K	Buy	603 +165	+38%	+$27.5K	0.05%	258
2023 Q2	$74K	Buy	+438	New	+$65.7K	0.04%	286
2022 Q4	$46K	Hold	393	–	–	0.03%	336
2022 Q3	$42K	Buy	393 +48	+14%	+$6.02K	0.03%	324
2022 Q2	$40K	Buy	345 +78	+29%	+$10.5K	0.03%	352
2022 Q1	$42K	Hold	267	–	–	0.02%	362
2021 Q4	$48K	Buy	+267	New	+$44.8K	0.03%	366

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tyler-Stone Wealth Management's SOXX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 336 shares — an estimated $83K sold.

Tyler-Stone Wealth Management first reported a position in SOXX in Q4 2021 and held it in 10 quarters. The position peaked at $140K in Q1 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 336 iShares Semiconductor ETF shares in Q3 2024, an estimated $83K.
Tyler-Stone Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Semiconductor ETF position peaked at $140K in Q1 2024.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.