Foundations Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Foundations Investment Advisors’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	$137M	Buy	416,193 +10,086	+2%	+$3.44M	1.7%	9
2025 Q4	$122M	Buy	406,107 +75,257	+23%	+$22.2M	1.6%	10
2025 Q3	$89.7M	Buy	330,850 +329,650	+27,471%	+$82.2M	1.3%	18
2025 Q2	$286K	Buy	+1,200	New	+$240K	﹤0.01%	755
2024 Q3	–	Sell	-4,717	Closed	-$1.16M	–	858
2024 Q2	$1.16M	Sell	4,717 -1,476	-24%	-$338K	0.03%	312
2024 Q1	$1.4M	Buy	6,193 +3,805	+159%	+$791K	0.04%	271
2023 Q4	$469K	Buy	2,388 +774	+48%	+$130K	0.01%	450
2023 Q3	$255K	Buy	+1,614	New	+$269K	0.01%	550

Other funds holding SOXX

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 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return