Northeast Financial Consultants’s iShares Semiconductor ETF SOXX Stock Holding History

Northeast Financial Consultants’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	$1.52M	Buy	6,374 +4,653	+270%	+$932K	0.06%	125
2025 Q1	$324K	Hold	1,721	–	–	0.01%	232
2024 Q4	$371K	Sell	1,721 -4,715	-73%	-$1.05M	0.02%	225
2024 Q3	$1.48M	Buy	6,436 +782	+14%	+$180K	0.06%	124
2024 Q2	$1.39M	Buy	5,654 +2,781	+97%	+$636K	0.06%	123
2024 Q1	$649K	Buy	2,873 +1,319	+85%	+$274K	0.03%	171
2023 Q4	$298K	Sell	1,554 -309	-17%	-$51.8K	0.02%	231
2023 Q3	$294K	Hold	1,863	–	–	0.02%	230
2023 Q2	$315K	Hold	1,863	–	–	0.02%	224
2023 Q1	$276K	Sell	1,863 -738	-28%	-$101K	0.02%	255
2022 Q4	$302K	Sell	2,601 -5,490	-68%	-$637K	0.02%	242
2022 Q3	$860K	Sell	8,091 -135	-2%	-$16.9K	0.06%	149
2022 Q2	$959K	Hold	8,226	–	–	0.07%	142
2022 Q1	$1.3M	Buy	8,226 +162	+2%	+$25.9K	0.08%	137
2021 Q4	$1.46M	Buy	8,064 +144	+2%	+$24.1K	0.09%	122
2021 Q3	$1.18M	Buy	7,920 +5,364	+210%	+$815K	0.08%	146
2021 Q2	$387K	Sell	2,556 -4,275	-63%	-$612K	0.03%	248
2021 Q1	$965K	Buy	6,831 +120	+2%	+$16.4K	0.07%	146
2020 Q4	$848K	Buy	6,711 +99	+1%	+$11.4K	0.07%	148
2020 Q3	$671K	Buy	6,612 +969	+17%	+$94.7K	0.06%	151
2020 Q2	$510K	Buy	+5,643	New	+$456K	0.05%	166

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Northeast Financial Consultants's SOXX Position: Q2 2025 in Review

Northeast Financial Consultants increased its iShares Semiconductor ETF (SOXX) stake by 270% in Q2 2025, buying an estimated $932K and bringing the position to 6,374 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #125.

Northeast Financial Consultants first reported a position in SOXX in Q2 2020 and has held it in 21 quarters since. 748 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Northeast Financial Consultants held 6,374 shares of iShares Semiconductor ETF worth $1.52M as of Q2 2025.
Northeast Financial Consultants bought 4,653 iShares Semiconductor ETF shares in Q2 2025, an estimated $932K.
iShares Semiconductor ETF made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #125 holding.
Northeast Financial Consultants first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 21 quarters since.
748 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.