Kovitz Investment Group Partners

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

Kovitz Investment Group Partners’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	$694K	Sell
2025 Q1	$744K	Sell
2024 Q4	$899K	Buy
2024 Q3	$646K	Buy
2024 Q2	$696K	Sell
2024 Q1	$649K	Buy