Optimum Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Optimum Investment 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 Q3	$97.9K	Hold	361	–	–	0.04%	267
2025 Q2	$86.2K	Hold	361	–	–	0.04%	275
2025 Q1	$67.9K	Hold	361	–	–	0.03%	298
2024 Q4	$77.8K	Hold	361	–	–	0.03%	287
2024 Q3	$83.2K	Hold	361	–	–	0.04%	298
2024 Q2	$89K	Buy	361 +130	+56%	+$29.8K	0.04%	281
2024 Q1	$52.2K	Hold	231	–	–	0.02%	359
2023 Q4	$44.4K	Hold	231	–	–	0.02%	366
2023 Q3	$36.5K	Hold	231	–	–	0.02%	405
2023 Q2	$39.1K	Hold	231	–	–	0.02%	403
2023 Q1	$34.2K	Hold	231	–	–	0.02%	418
2022 Q4	$26.8K	Hold	231	–	–	0.01%	450
2022 Q3	$25K	Sell	231 -120	-34%	-$15K	0.01%	468
2022 Q2	$41K	Hold	351	–	–	0.02%	428
2022 Q1	$55K	Hold	351	–	–	0.02%	413
2021 Q4	$63K	Hold	351	–	–	0.02%	419
2021 Q3	$52K	Hold	351	–	–	0.02%	448
2021 Q2	$53K	Buy	351 +231	+193%	+$33.1K	0.02%	491
2021 Q1	$17K	Buy	+120	New	+$16.4K	0.01%	696
2015 Q1	$28K	Buy	+900	New	+$28.1K	0.01%	625

Other funds holding SOXX

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

Millennium Management New York $240B AUM 35.51% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Optimum Investment Advisors's SOXX Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q3 2025 at 361 shares worth $97.9K. The position accounts for 0.04% of the portfolio, ranked #267.

Optimum Investment Advisors first reported a position in SOXX in Q1 2015 and has held it in 20 quarters since. 784 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Optimum Investment Advisors held 361 shares of iShares Semiconductor ETF worth $97.9K as of Q3 2025.
Optimum Investment Advisors left its iShares Semiconductor ETF share count unchanged in Q3 2025.
iShares Semiconductor ETF made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #267 holding.
Optimum Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2015 and has held it in 20 quarters since.
784 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.