Koesten Hirschmann & Crabtree’s iShares Semiconductor ETF SOXX Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-214	Closed	-$58K	–	211
2025 Q3	$58K	Hold	214	–	–	0.03%	80
2025 Q2	$51.1K	Hold	214	–	–	0.03%	84
2025 Q1	$40.3K	Sell	214 -70	-25%	-$14.9K	0.02%	91
2024 Q4	$61.2K	Hold	284	–	–	0.04%	74
2024 Q3	$65.5K	Sell	284 -100	-26%	-$23K	0.04%	67
2024 Q2	$86.8K	Hold	384	–	–	0.06%	64
2024 Q1	$86.8K	Buy	+384	New	+$79.8K	0.06%	64

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SOXX Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 214 shares — an estimated $58K sold.

Koesten Hirschmann & Crabtree first reported a position in SOXX in Q1 2024 and held it in 7 quarters. The position peaked at $86.8K in Q2 2024. 874 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 214 iShares Semiconductor ETF shares in Q4 2025, an estimated $58K.
Koesten Hirschmann & Crabtree first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 7 quarters.
Koesten Hirschmann & Crabtree's iShares Semiconductor ETF position peaked at $86.8K in Q2 2024.
874 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.