Apexium Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Apexium Financial’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 Q3	$955K	Hold	3,522	–	–	0.05%	135
2025 Q2	$841K	Sell	3,522 -843	-19%	-$169K	0.04%	140
2025 Q1	$821K	Buy	4,365 +834	+24%	+$178K	0.05%	135
2024 Q4	$761K	Hold	3,531	–	–	0.05%	127
2024 Q3	$814K	Buy	3,531 +921	+35%	+$212K	0.05%	109
2024 Q2	$644K	Buy	2,610 +609	+30%	+$139K	0.05%	121
2024 Q1	$452K	Hold	2,001	–	–	0.03%	151
2023 Q4	$384K	Hold	2,001	–	–	0.03%	193
2023 Q3	$317K	Hold	2,001	–	–	0.03%	168
2023 Q2	$338K	Hold	2,001	–	–	0.03%	168
2023 Q1	$297K	Hold	2,001	–	–	0.03%	172
2022 Q4	$232K	Buy	+2,001	New	+$232K	0.02%	188

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Apexium Financial's SOXX Position: Q3 2025 in Review

Apexium Financial held its iShares Semiconductor ETF (SOXX) position steady in Q3 2025 at 3,522 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #135.

Apexium Financial first reported a position in SOXX in Q4 2022 and has held it in 12 quarters since. 783 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Apexium Financial held 3,522 shares of iShares Semiconductor ETF worth $955K as of Q3 2025.
Apexium Financial left its iShares Semiconductor ETF share count unchanged in Q3 2025.
iShares Semiconductor ETF made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #135 holding.
Apexium Financial first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 12 quarters since.
783 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.