SOXX — ISHARES SEMICONDUCTOR ETF

Ownership history in Avondale Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which Avondale Wealth Management reported a position in ISHARES SEMICONDUCTOR ETF (SOXX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.25% (2025 Q3)
Avg. % of fund
2.51%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,923 -7,338 -17.0% 5.56% $10.8M $301.15
2025 Q3 REDUCED 43,261 -1,535 -3.4% 6.25% $11.7M $270.72
2025 Q2 ADDED 44,796 +37,671 +528.7% 5.97% $10.7M $237.85
2025 Q1 ADDED 7,125 +4,300 +152.2% 0.84% $1.3M $187.09
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SOXX price (monthly, adj. close)

Other funds also holding SOXX

As of 2025 Q4 — sorted by position size

Legend Financial Advisors, Inc. 3Y 8.85% Anfield Capital Management, LLC 3Y 7.37% Gemsstock Ltd. 3Y 6.83% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 5.66% Chicago Wealth Management, Inc. 3Y 5.57% Florin Court Capital LLP 3Y 7Y 4.07% Wall Street Financial Group, Inc. 3.98% Wellspring Financial Advisors, LLC 3Y 3.57% CloudAlpha Capital Management Limited/Hong Kong 3Y 3.28% HARBOR ADVISORY CORP /MA/ 3Y 7Y 3.13%
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