New Wave Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

New Wave Wealth 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 Q2	–	Sell	-2,227	Closed	-$419K	–	161
2025 Q1	$419K	Sell	2,227 -5,054	-69%	-$1.08M	0.19%	74
2024 Q4	$1.57M	Buy	7,281 +1,152	+19%	+$257K	0.64%	35
2024 Q3	$1.41M	Buy	6,129 +1,178	+24%	+$271K	0.65%	36
2024 Q2	$1.22M	Buy	+4,951	New	+$1.13M	0.66%	37

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

New Wave Wealth Advisors's SOXX Position: Q2 2025 in Review

New Wave Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 2,227 shares — an estimated $419K sold.

New Wave Wealth Advisors first reported a position in SOXX in Q2 2024 and held it in 4 quarters. The position peaked at $1.57M in Q4 2024. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

New Wave Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 2,227 iShares Semiconductor ETF shares in Q2 2025, an estimated $419K.
New Wave Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 4 quarters.
New Wave Wealth Advisors's iShares Semiconductor ETF position peaked at $1.57M in Q4 2024.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on New Wave Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.