Savant Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Savant Capital’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	-4,236	Closed	-$913K	–	1386
2024 Q4	$913K	Sell	4,236 -428	-9%	-$95.5K	0.01%	685
2024 Q3	$1.08M	Buy	4,664 +3,505	+302%	+$805K	0.01%	612
2024 Q2	$286K	Sell	1,159 -1,951	-63%	-$447K	﹤0.01%	994
2024 Q1	$703K	Sell	3,110 -115	-4%	-$23.9K	0.01%	645
2023 Q4	$619K	Buy	3,225 +657	+26%	+$110K	0.01%	515
2023 Q3	$405K	Sell	2,568 -3,174	-55%	-$529K	0.01%	574
2023 Q2	$971K	Buy	5,742 +4,185	+269%	+$628K	0.02%	387
2023 Q1	$231K	Buy	+1,557	New	+$212K	﹤0.01%	651

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

Savant Capital's SOXX Position: Q1 2025 in Review

Savant Capital sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 4,236 shares — an estimated $913K sold.

Savant Capital first reported a position in SOXX in Q1 2023 and held it in 8 quarters. The position peaked at $1.08M in Q3 2024. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Savant Capital reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 4,236 iShares Semiconductor ETF shares in Q1 2025, an estimated $913K.
Savant Capital first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 8 quarters.
Savant Capital's iShares Semiconductor ETF position peaked at $1.08M in Q3 2024.
715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.