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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whittier Trust's SOXX Position: Q1 2025 in Review

Whittier Trust sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 27 shares — an estimated $5.82K sold.

Whittier Trust first reported a position in SOXX in Q4 2015 and held it in 7 quarters. The position peaked at $45K in Q4 2015. 718 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Whittier Trust reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 27 iShares Semiconductor ETF shares in Q1 2025, an estimated $5.82K.
Whittier Trust first reported a position in iShares Semiconductor ETF in Q4 2015 and held it in 7 quarters.
Whittier Trust's iShares Semiconductor ETF position peaked at $45K in Q4 2015.
718 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.