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Financial Gravity Companies’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Gravity Companies’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 		$239 Buy
+1
New +$200 ﹤0.01% 888
2024
Q4 		$1.72K Buy
8
+3
+60% +$669 ﹤0.01% 780
2024
Q3 		$1.15K Buy
+5
New +$1.15K ﹤0.01% 551
2018
Q4 		$6K Buy
+111
New +$6.09K 0.01% 680

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

Financial Gravity Companies's SOXX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2025: 1 share worth $239. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SOXX as recently as Q4 2024.

Financial Gravity Companies first reported a position in SOXX in Q4 2018 and has held it in 4 quarters since. The position peaked at $6K in Q4 2018. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

  • Financial Gravity Companies held 1 share of iShares Semiconductor ETF worth $239 as of Q2 2025.
  • iShares Semiconductor ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Semiconductor ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #888 holding.
  • Financial Gravity Companies first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares Semiconductor ETF position peaked at $6K in Q4 2018.
  • 747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.