XML Financial’s iShares Semiconductor ETF SOXX Stock Holding History

XML Financial’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
2026 Q1	$403K	Sell	1,226 -126	-9%	-$43K	0.03%	292
2025 Q4	$407K	Sell	1,352 -281	-17%	-$82.9K	0.03%	283
2025 Q3	$443K	Buy	1,633 +3	+0.2%	+$748	0.04%	268
2025 Q2	$389K	Buy	1,630 +3	+0.2%	+$601	0.03%	275
2025 Q1	$306K	Buy	1,627 +2	+0.1%	+$427	0.03%	283
2024 Q4	$350K	Buy	1,625 +2	+0.1%	+$446	0.03%	275
2024 Q3	$374K	Buy	+1,623	New	+$373K	0.03%	264

Other funds holding SOXX

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

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

BNP Paribas Financial Markets

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Bank of Nova Scotia

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return