Sheets Smith Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Sheets Smith Investment 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 Q3	$268K	Buy	+988	New	+$246K	0.17%	106

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sheets Smith Investment Management's SOXX Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2025: 988 shares worth $268K. The stake represents 0.17% of the portfolio and ranks #106 among its holdings.

783 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Sheets Smith Investment Management held 988 shares of iShares Semiconductor ETF worth $268K as of Q3 2025.
iShares Semiconductor ETF was a new Sheets Smith Investment Management position in Q3 2025.
iShares Semiconductor ETF made up 0.17% of Sheets Smith Investment Management's portfolio in Q3 2025, its #106 holding.
783 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.