Rice Partnership’s iShares Semiconductor ETF SOXX Stock Holding History

Rice Partnership’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
2026 Q2	$578K	Sell	902 -15	-2%	-$7.62K	0.07%	82
2026 Q1	$301K	Buy	917 +15	+2%	+$5.12K	0.04%	96
2025 Q4	$272K	Hold	902	–	–	0.04%	95
2025 Q3	$244K	Hold	902	–	–	0.03%	104
2025 Q2	$215K	Hold	902	–	–	0.04%	108
2025 Q1	$170K	Hold	902	–	–	0.03%	100
2024 Q4	$194K	Hold	902	–	–	0.04%	105
2024 Q3	$208K	Hold	902	–	–	0.04%	101
2024 Q2	$222K	Buy	+902	New	+$206K	0.05%	95
2023 Q2	–	Sell	-210	Closed	-$31.1K	–	147
2023 Q1	$31.1K	Hold	210	–	–	0.01%	112
2022 Q4	$24.4K	Hold	210	–	–	0.01%	107
2022 Q3	$22K	Hold	210	–	–	0.01%	114
2022 Q2	$24K	Hold	210	–	–	0.01%	108
2022 Q1	$33K	Hold	210	–	–	0.01%	120
2021 Q4	$38K	Hold	210	–	–	0.01%	118
2021 Q3	$31K	Hold	210	–	–	0.01%	118
2021 Q2	$32K	Hold	210	–	–	0.01%	113
2021 Q1	$30K	Buy	+210	New	+$28.7K	0.01%	100
2020 Q2	–	Sell	-525	Closed	-$36K	–	99
2020 Q1	$36K	Hold	525	–	–	0.02%	80
2019 Q4	$44K	Buy	+525	New	+$40.4K	0.02%	84

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rice Partnership's SOXX Position: Q2 2026 in Review

Rice Partnership reduced its iShares Semiconductor ETF (SOXX) stake by 1.6% in Q2 2026, selling an estimated $7.62K and leaving 902 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #82.

Rice Partnership first reported a position in SOXX in Q4 2019 and has held it in 20 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Rice Partnership held 902 shares of iShares Semiconductor ETF worth $578K as of Q2 2026.
Rice Partnership sold 15 iShares Semiconductor ETF shares in Q2 2026, an estimated $7.62K.
iShares Semiconductor ETF made up 0.07% of Rice Partnership's portfolio in Q2 2026, its #82 holding.
Rice Partnership first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 20 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.