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Wintrust Investments’s iShares Semiconductor ETF SOXX Stock Holding History

Wintrust Investments’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 		$80K Buy
374
+210
+128% +$46.8K 0.07% 189
2024
Q3 		$37K Sell
164
-871
-84% -$200K 0.03% 358
2024
Q2 		$255K Buy
+1,035
New +$237K 0.02% 410

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wintrust Investments's SOXX Position: Q4 2024 in Review

Wintrust Investments increased its iShares Semiconductor ETF (SOXX) stake by 128% in Q4 2024, buying an estimated $46.8K and bringing the position to 374 shares worth $80K. The position accounts for 0.07% of the portfolio, ranked #189.

Wintrust Investments first reported a position in SOXX in Q2 2024 and has held it in 3 quarters since. The position peaked at $255K in Q2 2024. 764 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Wintrust Investments held 374 shares of iShares Semiconductor ETF worth $80K as of Q4 2024.
  • Wintrust Investments bought 210 iShares Semiconductor ETF shares in Q4 2024, an estimated $46.8K.
  • iShares Semiconductor ETF made up 0.07% of Wintrust Investments's portfolio in Q4 2024, its #189 holding.
  • Wintrust Investments first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 3 quarters since.
  • Wintrust Investments's iShares Semiconductor ETF position peaked at $255K in Q2 2024.
  • 764 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.