Financial Advocates Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-2,175	Closed	-$228K	–	785
2024 Q4	$228K	Buy	2,175 +340	+19%	+$75.8K	0.01%	671
2024 Q3	$275K	Buy	+1,835	New	+$422K	0.02%	623
2024 Q2	–	Sell	-13,291	Closed	-$453K	–	817
2024 Q1	$453K	Sell	13,291 -21,767	-62%	-$4.53M	0.03%	477
2023 Q4	$370K	Buy	+35,058	New	+$5.88M	0.02%	494
2021 Q1	–	Sell	-64,590	Closed	-$1.21M	–	795
2020 Q4	$1.21M	Buy	+64,590	New	+$7.41M	0.08%	270

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 $445B AUM 25.58% 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

Financial Advocates Investment Management's SOXX Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 2,175 shares — an estimated $228K sold.

Financial Advocates Investment Management first reported a position in SOXX in Q4 2020 and held it in 5 quarters. The position peaked at $1.21M in Q4 2020. 716 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Financial Advocates Investment Management reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 2,175 iShares Semiconductor ETF shares in Q1 2025, an estimated $228K.
Financial Advocates Investment Management first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 5 quarters.
Financial Advocates Investment Management's iShares Semiconductor ETF position peaked at $1.21M in Q4 2020.
716 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.