Wealthstream Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Wealthstream Advisors’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	$1.43M	Hold	5,269	–	–	0.22%	40
2025 Q2	$1.26M	Buy	5,269 +15	+0.3%	+$3.01K	0.21%	45
2025 Q1	$989K	Hold	5,254	–	–	0.19%	47
2024 Q4	$1.13M	Hold	5,254	–	–	0.21%	40
2024 Q3	$1.21M	Buy	5,254 +12	+0.2%	+$2.76K	0.22%	34
2024 Q2	$1.29M	Buy	5,242 +6	+0.1%	+$1.37K	0.47%	30
2024 Q1	$1.18M	Buy	5,236 +7	+0.1%	+$1.46K	0.45%	31
2023 Q4	$1M	Buy	+5,229	New	+$877K	0.41%	31

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

Wealthstream Advisors's SOXX Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q3 2025 at 5,269 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #40.

Wealthstream Advisors first reported a position in SOXX in Q4 2023 and has held it in 8 quarters since. 784 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

Wealthstream Advisors held 5,269 shares of iShares Semiconductor ETF worth $1.43M as of Q3 2025.
Wealthstream Advisors left its iShares Semiconductor ETF share count unchanged in Q3 2025.
iShares Semiconductor ETF made up 0.22% of Wealthstream Advisors's portfolio in Q3 2025, its #40 holding.
Wealthstream Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 8 quarters since.
784 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.