Focus Partners Wealth
SOXX icon

Focus Partners Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$29M Buy
88,166
+9,354
+12% +$3.19M 0.03% 406
2025
Q4 		$23.7M Buy
78,812
+7,195
+10% +$2.12M 0.03% 444
2025
Q3 		$19.4M Buy
71,617
+9,898
+16% +$2.47M 0.03% 406
2025
Q2 		$14.7M Buy
61,719
+13,188
+27% +$2.64M 0.03% 424
2025
Q1 		$9.13M Sell
48,531
-1,712
-3% -$366K 0.02% 493
2024
Q4 		$10.8M Buy
50,243
+42,066
+514% +$9.38M 0.03% 450
2024
Q3 		$1.89M Sell
8,177
-65,599
-89% -$15.1M 0.01% 776
2024
Q2 		$18.7M Buy
73,776
+48,053
+187% +$11M 0.06% 258
2024
Q1 		$5.81M Buy
25,723
+24,550
+2,093% +$5.1M 0.05% 297
2023
Q4 		$225K Buy
+1,173
New +$197K ﹤0.01% 732

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return