Plante Moran Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-22	Closed	-$4.14K	–	847
2025 Q1	$4.14K	Hold	22	–	–	﹤0.01%	653
2024 Q4	$4.74K	Hold	22	–	–	﹤0.01%	694
2024 Q3	$5.07K	Buy	+22	New	+$5.05K	﹤0.01%	681
2024 Q1	–	Sell	-45	Closed	-$8.64K	–	924
2023 Q4	$8.64K	Buy	+45	New	+$7.55K	﹤0.01%	573
2022 Q1	–	Sell	-162	Closed	-$29K	–	990
2021 Q4	$29K	Sell	162 -9	-5%	-$1.51K	﹤0.01%	473
2021 Q3	$25K	Buy	171 +114	+200%	+$17.3K	0.01%	517
2021 Q2	$9K	Hold	57	–	–	﹤0.01%	697
2021 Q1	$8K	Buy	+57	New	+$7.8K	﹤0.01%	695
2017 Q2	–	Sell	-387	Closed	-$18K	–	895
2017 Q1	$18K	Buy	+387	New	+$16.9K	0.01%	497

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

Plante Moran Financial Advisors's SOXX Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 22 shares — an estimated $4.14K sold.

Plante Moran Financial Advisors first reported a position in SOXX in Q1 2017 and held it in 9 quarters. The position peaked at $29K in Q4 2021. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Plante Moran Financial Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 22 iShares Semiconductor ETF shares in Q2 2025, an estimated $4.14K.
Plante Moran Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2017 and held it in 9 quarters.
Plante Moran Financial Advisors's iShares Semiconductor ETF position peaked at $29K in Q4 2021.
747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.