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Analyst IMS Investment Management Services’s iShares Semiconductor ETF SOXX Stock Holding History

Analyst IMS Investment Management 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
Q1 		$66.2M Buy
201,536
+45,105
+29% +$15.4M 2.01% 6
2025
Q4 		$47.1M Sell
156,431
-2,680
-2% -$790K 1.37% 9
2025
Q3 		$43.1M Buy
159,111
+6,953
+5% +$1.73M 1.34% 11
2025
Q2 		$36.3M Buy
152,158
+9,265
+6% +$1.86M 1.24% 10
2025
Q1 		$26.9M Buy
142,893
+26,418
+23% +$5.64M 1.05% 9
2024
Q4 		$25.1M Buy
116,475
+7,067
+6% +$1.58M 0.92% 11
2024
Q3 		$25.2M Buy
109,408
+37,052
+51% +$8.51M 0.97% 10
2024
Q2 		$17.8M Buy
72,356
+5,376
+8% +$1.23M 0.73% 15
2024
Q1 		$15.1M Buy
66,980
+8,231
+14% +$1.71M 0.66% 14
2023
Q4 		$11.3M Buy
+58,749
New +$9.86M 0.59% 17
2023
Q1 		– Sell
-58,194
Closed -$6.76M – 103
2022
Q4 		$6.76M Buy
58,194
+204
+0.4% +$23.7K 0.58% 17
2022
Q3 		$6.27M Buy
57,990
+24,945
+75% +$3.13M 0.61% 19
2022
Q2 		$3.85M Hold
33,045
– – 0.37% 26
2022
Q1 		$5.21M Hold
33,045
– – 0.46% 24
2021
Q4 		$5.99M Buy
33,045
+6,900
+26% +$1.16M 0.57% 22
2021
Q3 		$3.89M Sell
26,145
-150
-0.6% -$22.8K 0.48% 26
2021
Q2 		$3.98M Hold
26,295
– – 0.48% 26
2021
Q1 		$3.72M Buy
26,295
+16,290
+163% +$2.23M 0.5% 26
2020
Q4 		$1.26M Hold
10,005
– – 0.21% 51
2020
Q3 		$1.02M Buy
+10,005
New +$978K 0.21% 51

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

Analyst IMS Investment Management Services's SOXX Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its iShares Semiconductor ETF (SOXX) stake by 29% in Q1 2026, buying an estimated $15.4M and bringing the position to 201,536 shares worth $66.2M. The position accounts for 2.01% of the portfolio, ranked #6.

Analyst IMS Investment Management Services first reported a position in SOXX in Q3 2020 and has held it in 20 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Analyst IMS Investment Management Services held 201,536 shares of iShares Semiconductor ETF worth $66.2M as of Q1 2026.
  • Analyst IMS Investment Management Services bought 45,105 iShares Semiconductor ETF shares in Q1 2026, an estimated $15.4M.
  • iShares Semiconductor ETF made up 2.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #6 holding.
  • Analyst IMS Investment Management Services first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 20 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.