Adams Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Adams Wealth Management’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	$6M	Sell	18,281 -487	-3%	-$166K	1.32%	27
2025 Q4	$5.65M	Sell	18,768 -3,298	-15%	-$973K	1.21%	26
2025 Q3	$5.98M	Sell	22,066 -5,046	-19%	-$1.26M	1.28%	24
2025 Q2	$6.47M	Buy	27,112 +3,317	+14%	+$665K	1.23%	24
2025 Q1	$4.48M	Sell	23,795 -1,427	-6%	-$305K	0.88%	30
2024 Q4	$5.44M	Buy	25,222 +5,467	+28%	+$1.22M	1.04%	24
2024 Q3	$4.56M	Buy	19,755 +786	+4%	+$181K	0.98%	23
2024 Q2	$4.68M	Sell	18,969 -474	-2%	-$108K	1.08%	22
2024 Q1	$4.39M	Sell	19,443 -9,894	-34%	-$2.06M	1.07%	22
2023 Q4	$5.63M	Sell	29,337 -2,556	-8%	-$429K	1.67%	16
2023 Q3	$5.04M	Buy	31,893 +1,350	+4%	+$225K	1.71%	14
2023 Q2	$5.16M	Buy	30,543 +1,386	+5%	+$208K	1.61%	13
2023 Q1	$4.32M	Sell	29,157 -945	-3%	-$129K	1.4%	15
2022 Q4	$3.49M	Buy	30,102 +27,075	+894%	+$3.14M	1.23%	14
2022 Q3	$322K	Buy	+3,027	New	+$380K	0.12%	74

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 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

Adams Wealth Management's SOXX Position: Q1 2026 in Review

Adams Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 2.6% in Q1 2026, selling an estimated $166K and leaving 18,281 shares worth $6M. The position accounts for 1.32% of the portfolio, ranked #27.

Adams Wealth Management first reported a position in SOXX in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.47M in Q2 2025. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Adams Wealth Management held 18,281 shares of iShares Semiconductor ETF worth $6M as of Q1 2026.
Adams Wealth Management sold 487 iShares Semiconductor ETF shares in Q1 2026, an estimated $166K.
iShares Semiconductor ETF made up 1.32% of Adams Wealth Management's portfolio in Q1 2026, its #27 holding.
Adams Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
Adams Wealth Management's iShares Semiconductor ETF position peaked at $6.47M in Q2 2025.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.