Linscomb Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Linscomb Wealth’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	–	Sell	-1,311	Closed	-$247K	–	309
2025 Q1	$247K	Hold	1,311	–	–	0.01%	270
2024 Q4	$283K	Hold	1,311	–	–	0.01%	256
2024 Q3	$302K	Hold	1,311	–	–	0.02%	250
2024 Q2	$323K	Buy	1,311 +66	+5%	+$15.1K	0.02%	238
2024 Q1	$281K	Buy	+1,245	New	+$259K	0.01%	252

Other funds holding SOXX

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Linscomb Wealth's SOXX Position: Q2 2025 in Review

Linscomb Wealth sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 1,311 shares — an estimated $247K sold.

Linscomb Wealth first reported a position in SOXX in Q1 2024 and held it in 5 quarters. The position peaked at $323K in Q2 2024. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Linscomb Wealth reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Linscomb Wealth sold 1,311 iShares Semiconductor ETF shares in Q2 2025, an estimated $247K.
Linscomb Wealth first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 5 quarters.
Linscomb Wealth's iShares Semiconductor ETF position peaked at $323K in Q2 2024.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Linscomb Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.