Fulcrum Equity Management Has $3.69 Million Position in iShares PHLX Semiconductor ETF (NASDAQ:SOXX)

Fulcrum Equity Management reduced its position in shares of iShares PHLX Semiconductor ETF (NASDAQ:SOXX) by 0.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,706 shares of the exchange traded fund’s stock after selling 71 shares during the quarter. iShares PHLX Semiconductor ETF accounts for 1.5% of Fulcrum Equity Management’s investment portfolio, making the stock its 12th biggest holding. Fulcrum Equity Management owned about 0.06% of iShares PHLX Semiconductor ETF worth $3,691,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Koshinski Asset Management Inc. raised its stake in iShares PHLX Semiconductor ETF by 8.0% during the 4th quarter. Koshinski Asset Management Inc. now owns 2,582 shares of the exchange traded fund’s stock valued at $979,000 after purchasing an additional 191 shares during the period. Voya Financial Advisors Inc. raised its stake in iShares PHLX Semiconductor ETF by 6.6% during the 4th quarter. Voya Financial Advisors Inc. now owns 39,654 shares of the exchange traded fund’s stock valued at $14,991,000 after purchasing an additional 2,463 shares during the period. Laurel Wealth Advisors Inc. raised its stake in iShares PHLX Semiconductor ETF by 6.4% during the 4th quarter. Laurel Wealth Advisors Inc. now owns 2,790 shares of the exchange traded fund’s stock valued at $1,058,000 after purchasing an additional 169 shares during the period. FormulaFolio Investments LLC acquired a new stake in iShares PHLX Semiconductor ETF during the 4th quarter valued at $639,000. Finally, Capital Asset Advisory Services LLC raised its stake in iShares PHLX Semiconductor ETF by 24.8% during the 4th quarter. Capital Asset Advisory Services LLC now owns 151 shares of the exchange traded fund’s stock valued at $57,000 after purchasing an additional 30 shares during the period.

NASDAQ:SOXX traded up $1.69 during trading hours on Thursday, hitting $444.84. 57,276 shares of the stock traded hands, compared to its average volume of 1,222,037. iShares PHLX Semiconductor ETF has a fifty-two week low of $214.58 and a fifty-two week high of $449.76. The firm has a 50 day moving average price of $416.65 and a 200 day moving average price of $387.95.

iShares PHLX Semiconductor ETF Profile

iShares PHLX Semiconductor ETF, formerly iShares PHLX SOX Semiconductor Sector Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States-listed semiconductor stocks as represented by the PHLX Semiconductor Sector Index (the Index).

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Institutional Ownership by Quarter for iShares PHLX Semiconductor ETF (NASDAQ:SOXX)

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