1 North Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History

1 North Wealth Services’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 Q2	$5.69M	Sell	8,876 -4,966	-36%	-$2.52M	1.86%	21
2026 Q1	$4.55M	Sell	13,842 -299	-2%	-$102K	1.64%	22
2025 Q4	$4.26M	Buy	14,141 +3,597	+34%	+$1.06M	1.5%	24
2025 Q3	$2.86M	Sell	10,544 -221	-2%	-$55.1K	1.17%	28
2025 Q2	$2.57M	Sell	10,765 -3,395	-24%	-$680K	1.02%	29
2025 Q1	$2.66M	Sell	14,160 -2,441	-15%	-$521K	1.23%	25
2024 Q4	$3.58M	Buy	+16,601	New	+$3.7M	1.52%	22
2019 Q4	$25K	Hold	300	–	–	0.02%	137
2019 Q3	$21K	Buy	+300	New	+$20.7K	0.01%	114
2019 Q1	$19K	Sell	300 -120	-29%	-$7.08K	0.01%	111
2018 Q4	$22K	Buy	+420	New	+$23K	0.02%	102

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

1 North Wealth Services's SOXX Position: Q2 2026 in Review

1 North Wealth Services reduced its iShares Semiconductor ETF (SOXX) stake by 36% in Q2 2026, selling an estimated $2.52M and leaving 8,876 shares worth $5.69M. The position accounts for 1.86% of the portfolio, ranked #21.

1 North Wealth Services first reported a position in SOXX in Q4 2018 and has held it in 11 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

1 North Wealth Services held 8,876 shares of iShares Semiconductor ETF worth $5.69M as of Q2 2026.
1 North Wealth Services sold 4,966 iShares Semiconductor ETF shares in Q2 2026, an estimated $2.52M.
iShares Semiconductor ETF made up 1.86% of 1 North Wealth Services's portfolio in Q2 2026, its #21 holding.
1 North Wealth Services first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 11 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.