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Csenge Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Csenge Advisory Group’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 		– Sell
-3,323
Closed -$681K – 760
2025
Q2 		$681K Sell
3,323
-802
-19% -$161K 0.04% 350
2025
Q1 		$687K Buy
+4,125
New +$881K 0.04% 321
2024
Q4 		– Sell
-2,470
Closed -$582K – 752
2024
Q3 		$582K Sell
2,470
-1,398
-36% -$321K 0.03% 384
2024
Q2 		$954K Buy
3,868
+1,114
+40% +$255K 0.05% 258
2024
Q1 		$622K Sell
2,754
-1,533
-36% -$319K 0.03% 376
2023
Q4 		$823K Sell
4,287
-435
-9% -$73K 0.05% 275
2023
Q3 		$745K Sell
4,722
-264
-5% -$44K 0.05% 271
2023
Q2 		$843K Sell
4,986
-8,457
-63% -$1.27M 0.06% 249
2023
Q1 		$1.99M Sell
13,443
-4,641
-26% -$632K 0.14% 129
2022
Q4 		$2.1M Buy
18,084
+3,645
+25% +$423K 0.16% 117
2022
Q3 		$1.53M Buy
14,439
+963
+7% +$121K 0.13% 154
2022
Q2 		$1.57M Buy
13,476
+1,191
+10% +$161K 0.13% 151
2022
Q1 		$1.94M Buy
+12,285
New +$1.97M 0.15% 119
2021
Q2 		– Sell
-2,181
Closed -$325K – 580
2021
Q1 		$325K Sell
2,181
-8,514
-80% -$1.16M 0.03% 368
2020
Q4 		$1.35M Sell
10,695
-495
-4% -$56.8K 0.16% 103
2020
Q3 		$1.16M Sell
11,190
-906
-7% -$88.5K 0.16% 110
2020
Q2 		$1.09M Sell
12,096
-552
-4% -$44.6K 0.16% 109
2020
Q1 		$865K Sell
12,648
-5,895
-32% -$467K 0.23% 96
2019
Q4 		$1.55M Sell
18,543
-135
-0.7% -$10.4K 0.39% 50
2019
Q3 		$1.32M Buy
+18,678
New +$1.29M 0.36% 53
2019
Q2 		– Sell
-5,532
Closed -$349K – 216
2019
Q1 		$349K Buy
+5,532
New +$327K 0.12% 127
2018
Q3 		– Sell
-3,543
Closed -$211K – 1555
2018
Q2 		$211K Sell
3,543
-1,245
-26% -$75.6K 0.08% 237
2018
Q1 		$287K Sell
4,788
-6,642
-58% -$405K 0.1% 201
2017
Q4 		$647K Buy
11,430
+1,206
+12% +$68.6K 0.23% 103
2017
Q3 		$540K Buy
+10,224
New +$509K 0.21% 109

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Csenge Advisory Group's SOXX Position: Q3 2025 in Review

Csenge Advisory Group sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 3,323 shares — an estimated $681K sold.

Csenge Advisory Group first reported a position in SOXX in Q3 2017 and held it in 25 quarters. The position peaked at $2.1M in Q4 2022. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

  • Csenge Advisory Group reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 3,323 iShares Semiconductor ETF shares in Q3 2025, an estimated $681K.
  • Csenge Advisory Group first reported a position in iShares Semiconductor ETF in Q3 2017 and held it in 25 quarters.
  • Csenge Advisory Group's iShares Semiconductor ETF position peaked at $2.1M in Q4 2022.
  • 785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.