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Western Pacific Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Western Pacific 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
Q4 		– Sell
-450
Closed -$104K – 259
2024
Q3 		$104K Buy
+450
New +$103K 0.07% 119
2022
Q2 		– Sell
-600
Closed -$94K – 217
2022
Q1 		$94K Hold
600
– – 0.07% 62
2021
Q4 		$108K Buy
+600
New +$101K 0.07% 65

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Koshinski Asset Management
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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Pacific Wealth Management's SOXX Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 450 shares — an estimated $104K sold.

Western Pacific Wealth Management first reported a position in SOXX in Q4 2021 and held it in 3 quarters. The position peaked at $108K in Q4 2021. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 450 iShares Semiconductor ETF shares in Q4 2024, an estimated $104K.
  • Western Pacific Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's iShares Semiconductor ETF position peaked at $108K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.