Consolidated Portfolio Review Corp’s iShares Semiconductor ETF SOXX Stock Holding History

Consolidated Portfolio Review Corp’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	-1,393	Closed	-$378K	–	342
2025 Q3	$378K	Buy	1,393 +45	+3%	+$11.2K	0.05%	319
2025 Q2	$322K	Buy	+1,348	New	+$270K	0.04%	339
2024 Q4	–	Sell	-919	Closed	-$212K	–	391
2024 Q3	$212K	Buy	919 +87	+10%	+$20K	0.05%	289
2024 Q2	$205K	Buy	+832	New	+$190K	0.05%	278
2024 Q1	–	Sell	-1,488	Closed	-$286K	–	322
2023 Q4	$286K	Buy	1,488 +3	+0.2%	+$503	0.07%	242
2023 Q3	$234K	Hold	1,485	–	–	0.06%	277
2023 Q2	$251K	Buy	1,485 +3	+0.2%	+$450	0.06%	265
2023 Q1	$220K	Buy	+1,482	New	+$202K	0.06%	255

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Consolidated Portfolio Review Corp's SOXX Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 1,393 shares — an estimated $378K sold.

Consolidated Portfolio Review Corp first reported a position in SOXX in Q1 2023 and held it in 8 quarters. The position peaked at $378K in Q3 2025. 880 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 1,393 iShares Semiconductor ETF shares in Q4 2025, an estimated $378K.
Consolidated Portfolio Review Corp first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's iShares Semiconductor ETF position peaked at $378K in Q3 2025.
880 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.