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Safe Harbor Fiduciary’s iShares Semiconductor ETF SOXX Stock Holding History

Safe Harbor Fiduciary’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 		$119K Hold
500
– – 0.11% 88
2025
Q1 		$94.1K Hold
500
– – 0.1% 88
2024
Q4 		$108K Buy
+500
New +$112K 0.11% 85

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Safe Harbor Fiduciary's SOXX Position: Q2 2025 in Review

Safe Harbor Fiduciary held its iShares Semiconductor ETF (SOXX) position steady in Q2 2025 at 500 shares worth $119K. The position accounts for 0.11% of the portfolio, ranked #88.

Safe Harbor Fiduciary first reported a position in SOXX in Q4 2024 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

  • Safe Harbor Fiduciary held 500 shares of iShares Semiconductor ETF worth $119K as of Q2 2025.
  • Safe Harbor Fiduciary left its iShares Semiconductor ETF share count unchanged in Q2 2025.
  • iShares Semiconductor ETF made up 0.11% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #88 holding.
  • Safe Harbor Fiduciary first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.