Bawa N Mallick Trust’s iShares Semiconductor ETF SOXX Stock Holding History

Bawa N Mallick Trust’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
2026 Q2	$1.28M	Hold	2,000	–	–	0.41%	42
2026 Q1	$657K	Hold	2,000	–	–	0.27%	52
2025 Q4	$602K	Hold	2,000	–	–	0.22%	54
2025 Q3	$542K	Hold	2,000	–	–	0.21%	54
2025 Q2	$477K	Hold	2,000	–	–	0.2%	54
2025 Q1	$376K	Hold	2,000	–	–	0.18%	56
2024 Q4	$431K	Buy	+2,000	New	+$446K	0.19%	54

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bawa N Mallick Trust's SOXX Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 2,000 shares worth $1.28M. The position accounts for 0.41% of the portfolio, ranked #42.

Bawa N Mallick Trust first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Bawa N Mallick Trust held 2,000 shares of iShares Semiconductor ETF worth $1.28M as of Q2 2026.
Bawa N Mallick Trust left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.41% of Bawa N Mallick Trust's portfolio in Q2 2026, its #42 holding.
Bawa N Mallick Trust first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.