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Marcum Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Marcum 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
Q1 		$300K Buy
+1,595
New +$341K 0.03% 281
2022
Q2 		– Sell
-1,332
Closed -$210K – 418
2022
Q1 		$210K Hold
1,332
– – 0.03% 313
2021
Q4 		$241K Buy
+1,332
New +$223K 0.03% 294

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's SOXX Position: Q1 2025 in Review

Marcum Wealth opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2025: 1,595 shares worth $300K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in SOXX as recently as Q1 2022.

Marcum Wealth first reported a position in SOXX in Q4 2021 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Marcum Wealth held 1,595 shares of iShares Semiconductor ETF worth $300K as of Q1 2025.
  • iShares Semiconductor ETF was a new Marcum Wealth position in Q1 2025.
  • iShares Semiconductor ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #281 holding.
  • Marcum Wealth first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.