Creekmur Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Creekmur Asset 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 Q3	$74K	Hold	273	–	–	0.01%	297
2025 Q2	$65.2K	Hold	273	–	–	0.01%	308
2025 Q1	$51.4K	Sell	273 -24	-8%	-$5.13K	0.01%	307
2024 Q4	$64K	Hold	297	–	–	0.01%	197
2024 Q3	$68.5K	Hold	297	–	–	0.02%	192
2024 Q2	$73.2K	Hold	297	–	–	0.02%	204
2024 Q1	$67.1K	Hold	297	–	–	0.02%	213
2023 Q4	$57K	Buy	+297	New	+$49.8K	0.02%	280

Other funds holding SOXX

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

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

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

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

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

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

Millennium Management New York $276B AUM 44.8% 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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Creekmur Asset Management's SOXX Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Semiconductor ETF (SOXX) position steady in Q3 2025 at 273 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #297.

Creekmur Asset Management first reported a position in SOXX in Q4 2023 and has held it in 8 quarters since. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Creekmur Asset Management held 273 shares of iShares Semiconductor ETF worth $74K as of Q3 2025.
Creekmur Asset Management left its iShares Semiconductor ETF share count unchanged in Q3 2025.
iShares Semiconductor ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #297 holding.
Creekmur Asset Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 8 quarters since.
785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.