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Gimbal Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Gimbal Financial’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
Q3 		$5.2M Buy
+19,171
New +$4.78M 3.12% 9
2024
Q3 		– Sell
-5,351
Closed -$1.37M – 52
2024
Q2 		$1.37M Sell
5,351
-1,756
-25% -$402K 1.01% 14
2024
Q1 		$1.61M Sell
7,107
-3,942
-36% -$820K 1.31% 12
2023
Q4 		$2.12M Buy
+11,049
New +$1.85M 2.13% 7

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Gimbal Financial's SOXX Position: Q3 2025 in Review

Gimbal Financial opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2025: 19,171 shares worth $5.2M. The stake represents 3.12% of the portfolio and ranks #9 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in SOXX as recently as Q2 2024.

Gimbal Financial first reported a position in SOXX in Q4 2023 and has held it in 4 quarters since. 784 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

  • Gimbal Financial held 19,171 shares of iShares Semiconductor ETF worth $5.2M as of Q3 2025.
  • iShares Semiconductor ETF was a new Gimbal Financial position in Q3 2025.
  • iShares Semiconductor ETF made up 3.12% of Gimbal Financial's portfolio in Q3 2025, its #9 holding.
  • Gimbal Financial first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 4 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.