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

Congress 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	$843K	Buy	3,530 +2,062	+140%	+$413K	0.01%	754
2025 Q1	$279K	Sell	1,468 -1,566	-52%	-$334K	﹤0.01%	954
2024 Q4	$654K	Buy	+3,034	New	+$677K	0.01%	586
2024 Q1	–	Sell	-3,783	Closed	-$727K	–	632
2023 Q4	$727K	Buy	+3,783	New	+$635K	0.01%	418
2022 Q3	–	Sell	-2,634	Closed	-$307K	–	565
2022 Q2	$307K	Sell	2,634 -154,383	-98%	-$20.8M	0.01%	474
2022 Q1	$24.8M	Sell	157,017 -130,659	-45%	-$20.9M	0.54%	38
2021 Q4	$52M	Buy	+287,676	New	+$48.2M	1.04%	19

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 $377B AUM 19.32% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Congress Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 140% in Q2 2025, buying an estimated $413K and bringing the position to 3,530 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #754.

Congress Wealth Management first reported a position in SOXX in Q4 2021 and has held it in 7 quarters since. The position peaked at $52M in Q4 2021. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Congress Wealth Management held 3,530 shares of iShares Semiconductor ETF worth $843K as of Q2 2025.
Congress Wealth Management bought 2,062 iShares Semiconductor ETF shares in Q2 2025, an estimated $413K.
iShares Semiconductor ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #754 holding.
Congress Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 7 quarters since.
Congress Wealth Management's iShares Semiconductor ETF position peaked at $52M in Q4 2021.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.