FWL Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

FWL 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
2026 Q1	$2.3K	Hold	7	–	–	﹤0.01%	319
2025 Q4	$2.11K	Hold	7	–	–	﹤0.01%	336
2025 Q3	$1.9K	Hold	7	–	–	﹤0.01%	312
2025 Q2	$1.67K	Sell	7 -236	-97%	-$47.3K	﹤0.01%	297
2025 Q1	$45.7K	Buy	243 +138	+131%	+$29.5K	0.02%	142
2024 Q4	$22.6K	Buy	105 +44	+72%	+$9.82K	0.01%	196
2024 Q3	$14.1K	Buy	61 +55	+917%	+$12.6K	0.01%	215
2024 Q2	$1.48K	Hold	6	–	–	﹤0.01%	221
2024 Q1	$1.36K	Hold	6	–	–	﹤0.01%	215
2023 Q4	$1.15K	Sell	6 -39	-87%	-$6.54K	﹤0.01%	219
2023 Q3	$7.11K	Buy	+45	New	+$7.49K	﹤0.01%	152

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