Prudent Man Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Prudent Man Investment Management’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	–	Sell	-4	Closed	-$862	–	186
2025 Q3	$862	Hold	4	–	–	﹤0.01%	155
2025 Q2	$862	Hold	4	–	–	﹤0.01%	155
2025 Q1	$862	Hold	4	–	–	﹤0.01%	155
2024 Q4	$862	Buy	+4	New	+$892	﹤0.01%	155

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 $445B AUM 25.58% 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

Prudent Man Investment Management's SOXX Position: Q4 2025 in Review

Prudent Man Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 4 shares — an estimated $862 sold.

Prudent Man Investment Management first reported a position in SOXX in Q4 2024 and held it in 4 quarters. The position peaked at $862 in Q3 2025. 876 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Prudent Man Investment Management reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Prudent Man Investment Management sold 4 iShares Semiconductor ETF shares in Q4 2025, an estimated $862.
Prudent Man Investment Management first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 4 quarters.
Prudent Man Investment Management's iShares Semiconductor ETF position peaked at $862 in Q3 2025.
876 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.