Heritage Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Heritage Wealth 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	-60	Closed	-$11.3K	–	588
2025 Q1	$11.3K	Hold	60	–	–	﹤0.01%	414
2024 Q4	$12.9K	Sell	60 -40	-40%	-$8.92K	﹤0.01%	424
2024 Q3	$23.1K	Sell	100 -89	-47%	-$20.4K	﹤0.01%	387
2024 Q2	$46.6K	Sell	189 -45	-19%	-$10.3K	﹤0.01%	313
2024 Q1	$52.9K	Sell	234 -90	-28%	-$18.7K	﹤0.01%	321
2023 Q4	$62.2K	Hold	324	–	–	﹤0.01%	316
2023 Q3	$51.2K	Hold	324	–	–	﹤0.01%	300
2023 Q2	$54.8K	Hold	324	–	–	﹤0.01%	315
2023 Q1	$48K	Hold	324	–	–	﹤0.01%	328
2022 Q4	$37.6K	Hold	324	–	–	﹤0.01%	357
2022 Q3	$34.4K	Sell	324 -105	-24%	-$13.2K	﹤0.01%	332
2022 Q2	$50K	Buy	429 +105	+32%	+$14.2K	﹤0.01%	331
2022 Q1	$51K	Buy	+324	New	+$51.9K	﹤0.01%	314

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

Heritage Wealth Advisors's SOXX Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 60 shares — an estimated $11.3K sold.

Heritage Wealth Advisors first reported a position in SOXX in Q1 2022 and held it in 13 quarters. The position peaked at $62.2K in Q4 2023. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Heritage Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 60 iShares Semiconductor ETF shares in Q2 2025, an estimated $11.3K.
Heritage Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 13 quarters.
Heritage Wealth Advisors's iShares Semiconductor ETF position peaked at $62.2K in Q4 2023.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.