Surience Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Surience Private Wealth’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	–	Sell	-25,382	Closed	-$6.06M	–	40
2025 Q2	$6.06M	Buy	+25,382	New	+$5.09M	5.69%	5
2024 Q2	–	Sell	-59,993	Closed	-$13.6M	–	40
2024 Q1	$13.6M	Buy	+59,993	New	+$12.5M	12.84%	2
2022 Q2	–	Sell	-60,606	Closed	-$9.56M	–	21
2022 Q1	$9.56M	Sell	60,606 -40,443	-40%	-$6.48M	8.36%	4
2021 Q4	$18.3M	Buy	+101,049	New	+$16.9M	14.89%	1

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

Surience Private Wealth's SOXX Position: Q3 2025 in Review

Surience Private Wealth sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 25,382 shares — an estimated $6.06M sold.

Surience Private Wealth first reported a position in SOXX in Q4 2021 and held it in 4 quarters. The position peaked at $18.3M in Q4 2021. 784 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Surience Private Wealth reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
Surience Private Wealth sold 25,382 iShares Semiconductor ETF shares in Q3 2025, an estimated $6.06M.
Surience Private Wealth first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 4 quarters.
Surience Private Wealth's iShares Semiconductor ETF position peaked at $18.3M in Q4 2021.
784 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.