WJ Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

WJ 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
2022 Q2	–	Sell	-1,599	Closed	-$249K	–	59
2022 Q1	$249K	Sell	1,599 -25,041	-94%	-$4.01M	0.17%	41
2021 Q4	$4.83M	Buy	26,640 +8,619	+48%	+$1.45M	2.89%	14
2021 Q3	$2.67M	Buy	+18,021	New	+$2.74M	1.78%	22

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WJ Wealth Management's SOXX Position: Q2 2022 in Review

WJ Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 1,599 shares — an estimated $249K sold.

WJ Wealth Management first reported a position in SOXX in Q3 2021 and held it in 3 quarters. The position peaked at $4.83M in Q4 2021. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

WJ Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
WJ Wealth Management sold 1,599 iShares Semiconductor ETF shares in Q2 2022, an estimated $249K.
WJ Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 3 quarters.
WJ Wealth Management's iShares Semiconductor ETF position peaked at $4.83M in Q4 2021.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on WJ Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.