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

Dogwood 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
Q2 		– Sell
-85
Closed -$16K – 729
2025
Q1 		$16K Hold
85
– – 0.01% 168
2024
Q4 		$18.3K Hold
85
– – 0.01% 160
2024
Q3 		$19.6K Buy
+85
New +$19.5K 0.01% 142

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dogwood Wealth Management's SOXX Position: Q2 2025 in Review

Dogwood Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 85 shares — an estimated $16K sold.

Dogwood Wealth Management first reported a position in SOXX in Q3 2024 and held it in 3 quarters. The position peaked at $19.6K in Q3 2024. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

  • Dogwood Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 85 iShares Semiconductor ETF shares in Q2 2025, an estimated $16K.
  • Dogwood Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's iShares Semiconductor ETF position peaked at $19.6K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.