RA
SOXX icon

Rise Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Rise 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
Q3 		– Sell
-78
Closed -$18.7K – 1605
2025
Q2 		$18.7K Hold
78
– – 0.01% 578
2025
Q1 		$14.7K Buy
+78
New +$16.7K 0.01% 705

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Rise Advisors's SOXX Position: Q3 2025 in Review

Rise Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 78 shares — an estimated $18.7K sold.

Rise Advisors first reported a position in SOXX in Q1 2025 and held it in 2 quarters. The position peaked at $18.7K in Q2 2025. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

  • Rise Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 78 iShares Semiconductor ETF shares in Q3 2025, an estimated $18.7K.
  • Rise Advisors first reported a position in iShares Semiconductor ETF in Q1 2025 and held it in 2 quarters.
  • Rise Advisors's iShares Semiconductor ETF position peaked at $18.7K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.