Oliver Lagore Vanvalin Investment Group’s iShares Semiconductor ETF SOXX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$127K	Buy	+677	New	+$136K	0.05%	169
2024 Q4	$150K	Sell	696 -149	-18%	-$33.2K	0.04%	139
2024 Q3	$195K	Sell	845 -216	-20%	-$49.6K	0.05%	124
2024 Q2	$262K	Buy	1,061 +150	+16%	+$34.3K	0.08%	103
2024 Q1	$206K	Buy	+911	New	+$189K	0.06%	124

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

Oliver Lagore Vanvalin Investment Group's SOXX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2025: 677 shares worth $127K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SOXX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SOXX in Q1 2024 and has held it in 5 quarters since. The position peaked at $262K in Q2 2024. 748 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 677 shares of iShares Semiconductor ETF worth $127K as of Q2 2025.
iShares Semiconductor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Semiconductor ETF made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #169 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Semiconductor ETF position peaked at $262K in Q2 2024.
748 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.