Carolinas Wealth Consulting’s iShares Semiconductor ETF SOXX Stock Holding History

Carolinas Wealth Consulting’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	-154	Closed	-$29K	–	805
2025 Q1	$29K	Sell	154 -47	-23%	-$10K	0.01%	409
2024 Q4	$43.3K	Hold	201	–	–	0.01%	384
2024 Q3	$46.2K	Sell	201 -120	-37%	-$27.6K	0.01%	378
2024 Q2	$79K	Buy	321 +1	+0.3%	+$229	0.02%	296
2024 Q1	$72.3K	Buy	320 +47	+17%	+$9.77K	0.01%	323
2023 Q4	$52.4K	Buy	+273	New	+$45.8K	0.01%	329

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's SOXX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 154 shares — an estimated $29K sold.

Carolinas Wealth Consulting first reported a position in SOXX in Q4 2023 and held it in 6 quarters. The position peaked at $79K in Q2 2024. 748 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 154 iShares Semiconductor ETF shares in Q2 2025, an estimated $29K.
Carolinas Wealth Consulting first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 6 quarters.
Carolinas Wealth Consulting's iShares Semiconductor ETF position peaked at $79K in Q2 2024.
748 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.