David J. Yvars Group’s iShares Semiconductor ETF SOXX Stock Holding History

David J. Yvars 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 Q1	–	Sell	-29,672	Closed	-$6.39M	–	77
2024 Q4	$6.39M	Sell	29,672 -43	-0.1%	-$9.59K	3.9%	5
2024 Q3	$6.85M	Buy	29,715 +988	+3%	+$227K	4.24%	5
2024 Q2	$7.08M	Buy	28,727 +2,014	+8%	+$461K	4.43%	5
2024 Q1	$6.04M	Buy	26,713 +1,108	+4%	+$230K	4.07%	5
2023 Q4	$4.92M	Sell	25,605 -528	-2%	-$88.6K	3.96%	7
2023 Q3	$4.13M	Buy	26,133 +22,167	+559%	+$3.69M	3.44%	9
2023 Q2	$671K	Buy	+3,966	New	+$595K	0.55%	31

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

David J. Yvars Group's SOXX Position: Q1 2025 in Review

David J. Yvars Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 29,672 shares — an estimated $6.39M sold.

David J. Yvars Group first reported a position in SOXX in Q2 2023 and held it in 7 quarters. The position peaked at $7.08M in Q2 2024. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

David J. Yvars Group reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
David J. Yvars Group sold 29,672 iShares Semiconductor ETF shares in Q1 2025, an estimated $6.39M.
David J. Yvars Group first reported a position in iShares Semiconductor ETF in Q2 2023 and held it in 7 quarters.
David J. Yvars Group's iShares Semiconductor ETF position peaked at $7.08M in Q2 2024.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on David J. Yvars Group's 13F filing for Q1 2025, filed 17 Apr 2025.