Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Kovitz Investment Group Partners’s Portfolio SOXX Stock Details SOXX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$768K Sell
2025
Q2 		$694K Sell
2025
Q1 		$744K Sell
2024
Q4 		$899K Buy
2024
Q3 		$646K Buy
2024
Q2 		$696K Sell
2024
Q1 		$649K Buy