WealthBridge Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

WealthBridge Capital 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 Q2	–	Sell	-1,916	Closed	-$360K	–	218
2025 Q1	$360K	Buy	1,916 +497	+35%	+$106K	0.1%	133
2024 Q4	$306K	Buy	+1,419	New	+$317K	0.09%	147
2023 Q4	–	Sell	-2,697	Closed	-$426K	–	191
2023 Q3	$426K	Buy	+2,697	New	+$449K	0.18%	96
2022 Q2	–	Sell	-3,381	Closed	-$533K	–	213
2022 Q1	$533K	Buy	+3,381	New	+$541K	0.2%	101
2019 Q2	–	Sell	-168	Closed	-$11K	–	754
2019 Q1	$11K	Hold	168	–	–	0.01%	556
2018 Q4	$9K	Buy	+168	New	+$9.22K	0.01%	544

Other funds holding SOXX

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthBridge Capital Management's SOXX Position: Q2 2025 in Review

WealthBridge Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2025, closing a stake of 1,916 shares — an estimated $360K sold.

WealthBridge Capital Management first reported a position in SOXX in Q4 2018 and held it in 6 quarters. The position peaked at $533K in Q1 2022. 748 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

WealthBridge Capital Management reported no remaining iShares Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
WealthBridge Capital Management sold 1,916 iShares Semiconductor ETF shares in Q2 2025, an estimated $360K.
WealthBridge Capital Management first reported a position in iShares Semiconductor ETF in Q4 2018 and held it in 6 quarters.
WealthBridge Capital Management's iShares Semiconductor ETF position peaked at $533K in Q1 2022.
748 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on WealthBridge Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.