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Tempus Wealth Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Tempus Wealth Planning’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
-963
Closed -$208K – 266
2024
Q4 		$208K Hold
963
– – 0.06% 234
2024
Q3 		$222K Hold
963
– – 0.08% 205
2024
Q2 		$238K Hold
963
– – 0.1% 175
2024
Q1 		$218K Buy
+963
New +$200K 0.1% 182

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's SOXX Position: Q1 2025 in Review

Tempus Wealth Planning sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 963 shares — an estimated $208K sold.

Tempus Wealth Planning first reported a position in SOXX in Q1 2024 and held it in 4 quarters. The position peaked at $238K in Q2 2024. 718 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Tempus Wealth Planning reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 963 iShares Semiconductor ETF shares in Q1 2025, an estimated $208K.
  • Tempus Wealth Planning first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 4 quarters.
  • Tempus Wealth Planning's iShares Semiconductor ETF position peaked at $238K in Q2 2024.
  • 718 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Tempus Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.