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Park Square Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Park Square Financial 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
Q3 		– Sell
-1,068
Closed -$255K – 845
2025
Q2 		$255K Sell
1,068
-527
-33% -$106K 0.18% 86
2025
Q1 		$300K Sell
1,595
-51
-3% -$10.9K 0.24% 58
2024
Q4 		$355K Buy
+1,646
New +$367K 0.25% 53

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UBS Group
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BNP Paribas Financial Markets
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Millennium Management
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LPL Financial
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Park Square Financial Group's SOXX Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 1,068 shares — an estimated $255K sold.

Park Square Financial Group first reported a position in SOXX in Q4 2024 and held it in 3 quarters. The position peaked at $355K in Q4 2024. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1,068 iShares Semiconductor ETF shares in Q3 2025, an estimated $255K.
  • Park Square Financial Group first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares Semiconductor ETF position peaked at $355K in Q4 2024.
  • 785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.