Joseph Group Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Joseph Group Capital 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
2025 Q3	–	Sell	-60	Closed	-$14.3K	–	109
2025 Q2	$14.3K	Hold	60	–	–	﹤0.01%	89
2025 Q1	$11.3K	Buy	+60	New	+$12.8K	﹤0.01%	90
2024 Q2	–	Sell	-60	Closed	-$13.6K	–	84
2024 Q1	$13.6K	Buy	+60	New	+$12.5K	0.01%	79
2023 Q2	–	Sell	-60	Closed	-$8.89K	–	80
2023 Q1	$8.89K	Buy	+60	New	+$8.18K	0.01%	78

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Joseph Group Capital Management's SOXX Position: Q3 2025 in Review

Joseph Group Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 60 shares — an estimated $14.3K sold.

Joseph Group Capital Management first reported a position in SOXX in Q1 2023 and held it in 4 quarters. The position peaked at $14.3K in Q2 2025. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Joseph Group Capital Management reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
Joseph Group Capital Management sold 60 iShares Semiconductor ETF shares in Q3 2025, an estimated $14.3K.
Joseph Group Capital Management first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 4 quarters.
Joseph Group Capital Management's iShares Semiconductor ETF position peaked at $14.3K in Q2 2025.
785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Joseph Group Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.