Spectrum Wealth Counsel’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$56.5K Sell
300
-57
-16% -$12.2K 0.01% 164
2024
Q4
$76.9K Hold
357
0.01% 157
2024
Q3
$82.3K Hold
357
0.01% 154
2024
Q2
$88K Sell
357
-1,548
-81% -$354K 0.01% 170
2024
Q1
$430K Sell
1,905
-27,702
-94% -$5.76M 0.05% 107
2023
Q4
$5.69M Buy
+29,607
New +$4.97M 0.79% 37

Other funds holding SOXX

Spectrum Wealth Counsel's SOXX Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares Semiconductor ETF (SOXX) stake by 16% in Q1 2025, selling an estimated $12.2K and leaving 300 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #164.

Spectrum Wealth Counsel first reported a position in SOXX in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.69M in Q4 2023. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Spectrum Wealth Counsel held 300 shares of iShares Semiconductor ETF worth $56.5K as of Q1 2025.
  • Spectrum Wealth Counsel sold 57 iShares Semiconductor ETF shares in Q1 2025, an estimated $12.2K.
  • iShares Semiconductor ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #164 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Semiconductor ETF position peaked at $5.69M in Q4 2023.
  • 715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.