PPG
SOXX icon

Peak Planning Group’s iShares Semiconductor ETF SOXX Stock Holding History

Peak Planning 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
Q1 		– Sell
-1,566
Closed -$337K – 129
2024
Q4 		$337K Sell
1,566
-60
-4% -$13.4K 0.14% 88
2024
Q3 		$375K Buy
1,626
+707
+77% +$162K 0.16% 78
2024
Q2 		$227K Buy
+919
New +$210K 0.11% 97

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peak Planning Group's SOXX Position: Q1 2025 in Review

Peak Planning Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 1,566 shares — an estimated $337K sold.

Peak Planning Group first reported a position in SOXX in Q2 2024 and held it in 3 quarters. The position peaked at $375K in Q3 2024. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Peak Planning Group reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Peak Planning Group sold 1,566 iShares Semiconductor ETF shares in Q1 2025, an estimated $337K.
  • Peak Planning Group first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 3 quarters.
  • Peak Planning Group's iShares Semiconductor ETF position peaked at $375K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Peak Planning Group's 13F filing for Q1 2025, filed 24 Jun 2026.