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Lion Street Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Lion Street Advisors’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
-2,401
Closed -$573K – 325
2025
Q2 		$573K Buy
+2,401
New +$481K 0.17% 127
2024
Q3 		– Sell
-1,107
Closed -$273K – 274
2024
Q2 		$273K Buy
+1,107
New +$253K 0.1% 205

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Lion Street Advisors's SOXX Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 2,401 shares — an estimated $573K sold.

Lion Street Advisors first reported a position in SOXX in Q2 2024 and held it in 2 quarters. The position peaked at $573K in Q2 2025. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

  • Lion Street Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 2,401 iShares Semiconductor ETF shares in Q3 2025, an estimated $573K.
  • Lion Street Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 2 quarters.
  • Lion Street Advisors's iShares Semiconductor ETF position peaked at $573K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.