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WealthPlan Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-36
Closed -$5.35K – 452
2023
Q1 		$5.35K Buy
+36
New +$4.91K ﹤0.01% 363

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WealthPlan Investment Management's SOXX Position: Q2 2023 in Review

WealthPlan Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 36 shares — an estimated $5.35K sold.

WealthPlan Investment Management first reported a position in SOXX in Q1 2023 and held it in 1 quarter. The position peaked at $5.35K in Q1 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

  • WealthPlan Investment Management reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 36 iShares Semiconductor ETF shares in Q2 2023, an estimated $5.35K.
  • WealthPlan Investment Management first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's iShares Semiconductor ETF position peaked at $5.35K in Q1 2023.
  • 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.