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

Crowley 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 Q4	–	Sell	-1,315	Closed	-$357K	–	297
2025 Q3	$357K	Buy	1,315 +150	+13%	+$37.4K	0.28%	54
2025 Q2	$278K	Buy	1,165 +10	+0.9%	+$2K	0.25%	56
2025 Q1	$217K	Buy	1,155 +645	+126%	+$138K	0.21%	67
2024 Q4	$110K	Buy	+510	New	+$114K	0.1%	95

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Crowley Wealth Management's SOXX Position: Q4 2025 in Review

Crowley Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 1,315 shares — an estimated $357K sold.

Crowley Wealth Management first reported a position in SOXX in Q4 2024 and held it in 4 quarters. The position peaked at $357K in Q3 2025. 874 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Crowley Wealth Management reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 1,315 iShares Semiconductor ETF shares in Q4 2025, an estimated $357K.
Crowley Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's iShares Semiconductor ETF position peaked at $357K in Q3 2025.
874 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.