Glass Jacobson Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Glass Jacobson 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
2025 Q2	–	Sell	-34	Closed	-$7.36K	–	808
2025 Q1	$7.36K	Hold	34	–	–	﹤0.01%	630
2024 Q4	$7.36K	Sell	34 -38	-53%	-$8.48K	﹤0.01%	630
2024 Q3	$16.5K	Buy	72 +34	+89%	+$7.81K	0.01%	515
2024 Q2	$9.26K	Buy	38 +1	+3%	+$229	﹤0.01%	560
2024 Q1	$8.47K	Buy	37 +1	+3%	+$208	﹤0.01%	572
2023 Q4	$7.19K	Hold	36	–	–	﹤0.01%	557
2023 Q3	$5.88K	Hold	36	–	–	﹤0.01%	550
2023 Q2	$6.3K	Buy	+36	New	+$5.4K	﹤0.01%	556
2022 Q4	$4.3K	Buy	+36	New	+$4.18K	﹤0.01%	608

Other funds holding SOXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glass Jacobson Investment Advisors's SOXX Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 34 shares — an estimated $7.36K sold.

Glass Jacobson Investment Advisors first reported a position in SOXX in Q4 2022 and held it in 9 quarters. The position peaked at $16.5K in Q3 2024. 748 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 34 iShares Semiconductor ETF shares in Q2 2025, an estimated $7.36K.
Glass Jacobson Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's iShares Semiconductor ETF position peaked at $16.5K in Q3 2024.
748 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.