Birchbrook’s iShares Semiconductor ETF SOXX Stock Holding History

Birchbrook’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 Q1	–	Sell	-84	Closed	-$18.1K	–	299
2024 Q4	$18.1K	Buy	+84	New	+$18.7K	0.01%	171

Other funds holding SOXX

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Birchbrook's SOXX Position: Q1 2025 in Review

Birchbrook sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 84 shares — an estimated $18.1K sold.

Birchbrook first reported a position in SOXX in Q4 2024 and held it in 1 quarter. The position peaked at $18.1K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Birchbrook reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Birchbrook sold 84 iShares Semiconductor ETF shares in Q1 2025, an estimated $18.1K.
Birchbrook first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 1 quarter.
Birchbrook's iShares Semiconductor ETF position peaked at $18.1K in Q4 2024.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Birchbrook's 13F filing for Q1 2025, filed 10 Jun 2025.