WT
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Whittier Trust’s iShares Semiconductor ETF SOXX Stock Holding History

Whittier Trust’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
-27
Closed -$5.82K – 1559
2024
Q4 		$5.82K Buy
+27
New +$6.02K ﹤0.01% 1348
2020
Q3 		– Sell
-195
Closed -$18K – 1505
2020
Q2 		$18K Hold
195
– – ﹤0.01% 986
2020
Q1 		$13K Hold
195
– – ﹤0.01% 1071
2019
Q4 		$16K Hold
195
– – ﹤0.01% 1070
2019
Q3 		$14K Hold
195
– – ﹤0.01% 1088
2019
Q2 		$13K Buy
+195
New +$12.7K ﹤0.01% 1038
2016
Q1 		– Sell
-1,491
Closed -$45K – 1219
2015
Q4 		$45K Buy
+1,491
New +$44.4K ﹤0.01% 741

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return