Advisor Resource Council’s iShares Semiconductor ETF SOXX Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-1,139	Closed	-$214K	–	521
2025 Q1	$214K	Buy	+1,139	New	+$243K	0.02%	540
2024 Q1	–	Sell	-1,920	Closed	-$369K	–	478
2023 Q4	$369K	Buy	+1,920	New	+$322K	0.04%	309
2022 Q3	–	Sell	-1,830	Closed	-$213K	–	442
2022 Q2	$213K	Buy	+1,830	New	+$247K	0.02%	464
2022 Q1	–	Sell	-2,226	Closed	-$402K	–	485
2021 Q4	$402K	Buy	+2,226	New	+$373K	0.03%	373
2021 Q3	–	Sell	-2,514	Closed	-$381K	–	447
2021 Q2	$381K	Buy	+2,514	New	+$360K	0.04%	354

Other funds holding SOXX

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Resource Council's SOXX Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 1,139 shares — an estimated $214K sold.

Advisor Resource Council first reported a position in SOXX in Q2 2021 and held it in 5 quarters. The position peaked at $402K in Q4 2021. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Advisor Resource Council reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 1,139 iShares Semiconductor ETF shares in Q2 2025, an estimated $214K.
Advisor Resource Council first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Semiconductor ETF position peaked at $402K in Q4 2021.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.