Valley Financial Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
Other funds holding SOXX
Valley Financial Management's SOXX Position: Q2 2023 in Review
Valley Financial Management increased its iShares Semiconductor ETF (SOXX) stake by 171% in Q2 2023, buying an estimated $5.63M and bringing the position to 59,436 shares worth $10M. The position accounts for 5.2% of the portfolio, ranked #6.
Valley Financial Management first reported a position in SOXX in Q3 2022 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.
- Valley Financial Management held 59,436 shares of iShares Semiconductor ETF worth $10M as of Q2 2023.
- Valley Financial Management bought 37,542 iShares Semiconductor ETF shares in Q2 2023, an estimated $5.63M.
- iShares Semiconductor ETF made up 5.2% of Valley Financial Management's portfolio in Q2 2023, its #6 holding.
- Valley Financial Management first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 4 quarters since.
- 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.
Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.