ORG Partners’s iShares Semiconductor ETF SOXX Stock Holding History

ORG Partners’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 Q4	$21.1K	Buy	70 +5	+8%	+$1.47K	﹤0.01%	789
2025 Q3	$17.6K	Buy	+65	New	+$16.2K	﹤0.01%	831
2024 Q4	–	Sell	-610	Closed	-$141K	–	1324
2024 Q3	$141K	Sell	610 -11	-2%	-$2.53K	0.02%	333
2024 Q2	$153K	Buy	+621	New	+$142K	0.02%	483
2024 Q1	–	Sell	-135	Closed	-$25.9K	–	1011
2023 Q4	$25.9K	Sell	135 -30	-18%	-$5.03K	﹤0.01%	637
2023 Q3	$26.1K	Hold	165	–	–	0.01%	649
2023 Q2	$28K	Buy	+165	New	+$24.7K	﹤0.01%	798

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

ORG Partners's SOXX Position: Q4 2025 in Review

ORG Partners increased its iShares Semiconductor ETF (SOXX) stake by 7.7% in Q4 2025, buying an estimated $1.47K and bringing the position to 70 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

ORG Partners first reported a position in SOXX in Q2 2023 and has held it in 7 quarters since. The position peaked at $153K in Q2 2024. 874 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

ORG Partners held 70 shares of iShares Semiconductor ETF worth $21.1K as of Q4 2025.
ORG Partners bought 5 iShares Semiconductor ETF shares in Q4 2025, an estimated $1.47K.
iShares Semiconductor ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #789 holding.
ORG Partners first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 7 quarters since.
ORG Partners's iShares Semiconductor ETF position peaked at $153K in Q2 2024.
874 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.