McClarren Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

McClarren Financial 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 Q1	–	Sell	-44	Closed	-$9K	–	355
2024 Q4	$9K	Buy	+44	New	+$9.82K	0.03%	156
2024 Q3	–	Sell	-246	Closed	-$10K	–	343
2024 Q2	$10K	Buy	246 +201	+447%	+$46K	0.01%	245
2024 Q1	$10K	Hold	45	–	–	0.01%	242
2023 Q4	$9K	Buy	45 +3	+7%	+$503	0.01%	276
2023 Q3	$7K	Hold	42	–	–	0.01%	268
2023 Q2	$7K	Hold	42	–	–	0.01%	273
2023 Q1	$6K	Hold	42	–	–	0.01%	268
2022 Q4	$5K	Hold	42	–	–	﹤0.01%	281
2022 Q3	$4K	Buy	+42	New	+$5.27K	﹤0.01%	266
2022 Q2	–	Sell	-42	Closed	-$6K	–	229
2022 Q1	$6K	Sell	42 -3	-7%	-$480	﹤0.01%	226
2021 Q4	$8K	Buy	45 +3	+7%	+$503	0.01%	250
2021 Q3	$6K	Hold	42	–	–	﹤0.01%	236
2021 Q2	$6K	Sell	42 -3	-7%	-$429	﹤0.01%	248
2021 Q1	$6K	Buy	45 +3	+7%	+$410	0.01%	218
2020 Q4	$5K	Buy	+42	New	+$4.82K	﹤0.01%	189

Other funds holding SOXX

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McClarren Financial Advisors's SOXX Position: Q1 2025 in Review

McClarren Financial Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 44 shares — an estimated $9K sold.

McClarren Financial Advisors first reported a position in SOXX in Q4 2020 and held it in 15 quarters. The position peaked at $10K in Q2 2024. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

McClarren Financial Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 44 iShares Semiconductor ETF shares in Q1 2025, an estimated $9K.
McClarren Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 15 quarters.
McClarren Financial Advisors's iShares Semiconductor ETF position peaked at $10K in Q2 2024.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.