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Bullock Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bullock Wealth Management’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
-45
Closed -$8.47K – 611
2025
Q1 		$8.47K Hold
45
– – ﹤0.01% 398
2024
Q4 		$9.7K Hold
45
– – 0.01% 395
2024
Q3 		$10.1K Buy
45
+24
+114% +$5.51K 0.01% 370
2024
Q2 		$5.18K Hold
21
– – ﹤0.01% 407
2024
Q1 		$4.79K Buy
+21
New +$4.37K ﹤0.01% 425

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bullock Wealth Management's SOXX Position: Q2 2025 in Review

Bullock Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 45 shares — an estimated $8.47K sold.

Bullock Wealth Management first reported a position in SOXX in Q1 2024 and held it in 5 quarters. The position peaked at $10.1K in Q3 2024. 749 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

  • Bullock Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 45 iShares Semiconductor ETF shares in Q2 2025, an estimated $8.47K.
  • Bullock Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's iShares Semiconductor ETF position peaked at $10.1K in Q3 2024.
  • 749 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.