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AIMZ Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

AIMZ Investment Advisors’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 		$485K Sell
1,477
-400
-21% -$137K 0.15% 94
2025
Q4 		$565K Buy
+1,877
New +$553K 0.16% 92

Other funds holding SOXX

Goldman Sachs
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIMZ Investment Advisors's SOXX Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 21% in Q1 2026, selling an estimated $137K and leaving 1,477 shares worth $485K. The position accounts for 0.15% of the portfolio, ranked #94.

AIMZ Investment Advisors first reported a position in SOXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $565K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • AIMZ Investment Advisors held 1,477 shares of iShares Semiconductor ETF worth $485K as of Q1 2026.
  • AIMZ Investment Advisors sold 400 iShares Semiconductor ETF shares in Q1 2026, an estimated $137K.
  • iShares Semiconductor ETF made up 0.15% of AIMZ Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • AIMZ Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • AIMZ Investment Advisors's iShares Semiconductor ETF position peaked at $565K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.