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Colonial River Investments’s iShares Semiconductor ETF SOXX Stock Holding History

Colonial River Investments’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
Q4 		– Sell
-1,331
Closed -$361K – 245
2025
Q3 		$361K Sell
1,331
-192
-13% -$47.9K 0.13% 160
2025
Q2 		$375K Sell
1,523
-50
-3% -$10K 0.16% 139
2025
Q1 		$296K Buy
1,573
+1
+0.1% +$214 0.16% 136
2024
Q4 		$339K Sell
1,572
-18
-1% -$4.01K 0.16% 133
2024
Q3 		$367K Buy
+1,590
New +$365K 0.18% 126

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Colonial River Investments's SOXX Position: Q4 2025 in Review

Colonial River Investments sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 1,331 shares — an estimated $361K sold.

Colonial River Investments first reported a position in SOXX in Q3 2024 and held it in 5 quarters. The position peaked at $375K in Q2 2025. 876 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

  • Colonial River Investments reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Colonial River Investments sold 1,331 iShares Semiconductor ETF shares in Q4 2025, an estimated $361K.
  • Colonial River Investments first reported a position in iShares Semiconductor ETF in Q3 2024 and held it in 5 quarters.
  • Colonial River Investments's iShares Semiconductor ETF position peaked at $375K in Q2 2025.
  • 876 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Colonial River Investments's 13F filing for Q4 2025, filed 4 Feb 2026.