Allie Family Office’s iShares Semiconductor ETF SOXX Stock Holding History

Allie Family Office’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	$440K	Hold	1,338	–	–	0.19%	64
2025 Q4	$403K	Hold	1,338	–	–	0.19%	66
2025 Q3	$363K	Hold	1,338	–	–	0.17%	67
2025 Q2	$319K	Hold	1,338	–	–	0.16%	61
2025 Q1	$252K	Sell	1,338 -1,191	-47%	-$254K	0.14%	79
2024 Q4	$545K	Hold	2,529	–	–	0.3%	46
2024 Q3	$583K	Hold	2,529	–	–	0.31%	47
2024 Q2	$624K	Hold	2,529	–	–	0.38%	43
2024 Q1	$571K	Sell	2,529 -435	-15%	-$90.4K	0.34%	44
2023 Q4	$569K	Hold	2,964	–	–	0.39%	37
2023 Q3	$470K	Hold	2,964	–	–	0.38%	36
2023 Q2	$501K	Hold	2,964	–	–	0.36%	38
2023 Q1	$439K	Hold	2,964	–	–	0.33%	48
2022 Q4	$344K	Hold	2,964	–	–	0.28%	52
2022 Q3	$315K	Hold	2,964	–	–	0.27%	52
2022 Q2	$345K	Hold	2,964	–	–	0.28%	50
2022 Q1	$468K	Hold	2,964	–	–	0.36%	45
2021 Q4	$536K	Buy	+2,964	New	+$497K	0.42%	47

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

Allie Family Office's SOXX Position: Q1 2026 in Review

Allie Family Office held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 1,338 shares worth $440K. The position accounts for 0.19% of the portfolio, ranked #64.

Allie Family Office first reported a position in SOXX in Q4 2021 and has held it in 18 quarters since. The position peaked at $624K in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Allie Family Office held 1,338 shares of iShares Semiconductor ETF worth $440K as of Q1 2026.
Allie Family Office left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.19% of Allie Family Office's portfolio in Q1 2026, its #64 holding.
Allie Family Office first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's iShares Semiconductor ETF position peaked at $624K in Q2 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.