West Branch Capital’s iShares Semiconductor ETF SOXX Stock Holding History

West Branch Capital’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 Q4	–	Sell	-3	Closed	-$649	–	460
2025 Q3	$649	Hold	3	–	–	﹤0.01%	394
2025 Q2	$649	Hold	3	–	–	﹤0.01%	408
2025 Q1	$576	Hold	3	–	–	﹤0.01%	436
2024 Q4	$659	Hold	3	–	–	﹤0.01%	419
2024 Q3	$704	Hold	3	–	–	﹤0.01%	401
2024 Q2	$751	Hold	3	–	–	﹤0.01%	397
2024 Q1	$704	Sell	3 -60	-95%	-$12.5K	﹤0.01%	393
2023 Q4	$12.1K	Buy	63 +60	+2,000%	+$10.1K	0.01%	264
2023 Q3	$489	Hold	3	–	–	﹤0.01%	412
2023 Q2	$524	Hold	3	–	–	﹤0.01%	416
2023 Q1	$459	Hold	3	–	–	﹤0.01%	425
2022 Q4	$358	Hold	3	–	–	﹤0.01%	425
2022 Q3	$0	Hold	3	–	–	﹤0.01%	471
2022 Q2	$0	Sell	3 -1,500	-100%	-$202K	﹤0.01%	453
2022 Q1	$237K	Hold	1,503	–	–	0.11%	77
2021 Q4	$272K	Buy	1,503 +1,500	+50,000%	+$252K	0.12%	75
2021 Q3	$0	Hold	3	–	–	﹤0.01%	447
2021 Q2	$0	Buy	+3	New	+$429	﹤0.01%	446

Other funds holding SOXX

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

West Branch Capital's SOXX Position: Q4 2025 in Review

West Branch Capital sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 3 shares — an estimated $649 sold.

West Branch Capital first reported a position in SOXX in Q2 2021 and held it in 18 quarters. The position peaked at $272K in Q4 2021. 874 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

West Branch Capital reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 3 iShares Semiconductor ETF shares in Q4 2025, an estimated $649.
West Branch Capital first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 18 quarters.
West Branch Capital's iShares Semiconductor ETF position peaked at $272K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.