Royal Fund Management’s iShares Semiconductor ETF SOXX Stock Holding History

Royal Fund 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 Q1	–	Sell	-43,545	Closed	-$9.38M	–	359
2024 Q4	$9.38M	Sell	43,545 -77,625	-64%	-$17.3M	0.88%	22
2024 Q3	$27.9M	Buy	121,170 +88,099	+266%	+$20.2M	1.67%	11
2024 Q2	$8.16M	Buy	33,071 +264	+0.8%	+$60.4K	0.66%	20
2024 Q1	$7.41M	Buy	32,807 +35	+0.1%	+$7.28K	0.73%	28
2023 Q4	$6.29M	Buy	+32,772	New	+$5.5M	0.7%	33
2020 Q2	–	Sell	-174	Closed	-$11K	–	502
2020 Q1	$11K	Buy	+174	New	+$13.8K	﹤0.01%	361

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Fund Management's SOXX Position: Q1 2025 in Review

Royal Fund Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 43,545 shares — an estimated $9.38M sold.

Royal Fund Management first reported a position in SOXX in Q1 2020 and held it in 6 quarters. The position peaked at $27.9M in Q3 2024. 716 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Royal Fund Management reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Royal Fund Management sold 43,545 iShares Semiconductor ETF shares in Q1 2025, an estimated $9.38M.
Royal Fund Management first reported a position in iShares Semiconductor ETF in Q1 2020 and held it in 6 quarters.
Royal Fund Management's iShares Semiconductor ETF position peaked at $27.9M in Q3 2024.
716 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Royal Fund Management's 13F filing for Q1 2025, filed 14 May 2025.