Howe & Rusling’s iShares Semiconductor ETF SOXX Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-218	Closed	-$47K	–	467
2024 Q4	$47K	Sell	218 -125	-36%	-$27.9K	﹤0.01%	317
2024 Q3	$79.1K	Hold	343	–	–	0.01%	280
2024 Q2	$84.6K	Buy	343 +79	+30%	+$18.1K	0.01%	268
2024 Q1	$59.6K	Sell	264 -12	-4%	-$2.5K	0.01%	291
2023 Q4	$53K	Buy	276 +12	+5%	+$2.01K	0.01%	276
2023 Q3	$41.7K	Buy	264 +120	+83%	+$20K	﹤0.01%	263
2023 Q2	$24.3K	Buy	+144	New	+$21.6K	﹤0.01%	275
2022 Q4	–	Sell	-228	Closed	-$24K	–	916
2022 Q3	$24K	Hold	228	–	–	﹤0.01%	403
2022 Q2	$27K	Sell	228 -849	-79%	-$114K	﹤0.01%	385
2022 Q1	$170K	Buy	1,077 +18	+2%	+$2.88K	0.02%	215
2021 Q4	$191K	Hold	1,059	–	–	0.02%	203
2021 Q3	$157K	Buy	1,059 +102	+11%	+$15.5K	0.02%	216
2021 Q2	$145K	Buy	+957	New	+$137K	0.02%	209
2019 Q1	–	Sell	-150	Closed	-$8K	–	880
2018 Q4	$8K	Buy	+150	New	+$8.23K	﹤0.01%	474

Other funds holding SOXX

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Howe & Rusling's SOXX Position: Q1 2025 in Review

Howe & Rusling sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 218 shares — an estimated $47K sold.

Howe & Rusling first reported a position in SOXX in Q4 2018 and held it in 14 quarters. The position peaked at $191K in Q4 2021. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Howe & Rusling reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Howe & Rusling sold 218 iShares Semiconductor ETF shares in Q1 2025, an estimated $47K.
Howe & Rusling first reported a position in iShares Semiconductor ETF in Q4 2018 and held it in 14 quarters.
Howe & Rusling's iShares Semiconductor ETF position peaked at $191K in Q4 2021.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.