Number of Shares
142,893.00
Current Holdings Value*
$26.89 Mil
% of Portfolio
1.05%
Total Estimate Gain
$6.75 Mil
% of Total Estimate Gain
18.73%

Analyst IMS Investment Management Services Ltd.'s iShares PHLX SOX Semiconductor Sector Index Fund Holding Summary

As of 2025-03-31, Analyst IMS Investment Management Services Ltd. held 142,893.00 shares of iShares PHLX SOX Semiconductor Sector Index Fund(SOXX), totaling $26.89 Mil. This investment constitutes 1.05% of their stock portfolio, and Analyst IMS Investment Management Services Ltd. now holds 0.24% of the outstanding iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) stock.

The initial trade took place in 2020Q3. And since then Analyst IMS Investment Management Services Ltd. has made 11 purchases of SOXX, at an average price of $179.12, for a total of 201,237.00 shares. In addition, there have been 2 sales at an average price of $136.32 for 58,344.00 shares. Based on historical transaction data and SOXX's current price of $243.83, Analyst IMS Investment Management Services Ltd.'s estimated gain on his SOXX holdings is $6.75 Mil, reflecting a 18.73% gain to date.

Analyst IMS Investment Management Services Ltd. SOXX ($243.83) Holding Chart

Analyst IMS Investment Management Services Ltd. SOXX ($243.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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