Aviance Capital Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Aviance Capital Partners’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	-1,724	Closed	-$324K	–	355
2025 Q1	$324K	Buy	1,724 +463	+37%	+$98.9K	0.05%	262
2024 Q4	$272K	Buy	1,261 +2	+0.2%	+$446	0.04%	277
2024 Q3	$290K	Buy	1,259 +36	+3%	+$8.27K	0.04%	273
2024 Q2	$302K	Sell	1,223 -199	-14%	-$45.5K	0.04%	263
2024 Q1	$321K	Buy	1,422 +300	+27%	+$62.4K	0.05%	253
2023 Q4	$215K	Buy	+1,122	New	+$188K	0.05%	233

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

Aviance Capital Partners's SOXX Position: Q2 2025 in Review

Aviance Capital Partners sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 1,724 shares — an estimated $324K sold.

Aviance Capital Partners first reported a position in SOXX in Q4 2023 and held it in 6 quarters. The position peaked at $324K in Q1 2025. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Aviance Capital Partners reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Aviance Capital Partners sold 1,724 iShares Semiconductor ETF shares in Q2 2025, an estimated $324K.
Aviance Capital Partners first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 6 quarters.
Aviance Capital Partners's iShares Semiconductor ETF position peaked at $324K in Q1 2025.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Aviance Capital Partners's 13F filing for Q2 2025, filed 5 Aug 2025.