Ancora Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Ancora 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	$165K	Hold	501	–	–	﹤0.01%	762
2025 Q4	$151K	Hold	501	–	–	﹤0.01%	808
2025 Q3	$136K	Hold	501	–	–	﹤0.01%	800
2025 Q2	$120K	Buy	+501	New	+$100K	﹤0.01%	841
2024 Q3	–	Sell	-511	Closed	-$126K	–	1894
2024 Q2	$126K	Hold	511	–	–	﹤0.01%	764
2024 Q1	$116K	Buy	+511	New	+$106K	﹤0.01%	783
2023 Q4	–	Sell	-66	Closed	-$10.3K	–	1830
2023 Q3	$10.3K	Sell	66 -60	-48%	-$9.99K	﹤0.01%	1273
2023 Q2	$21.1K	Hold	126	–	–	﹤0.01%	1122
2023 Q1	$18.5K	Sell	126 -165	-57%	-$22.5K	﹤0.01%	1150
2022 Q4	$33K	Buy	291 +168	+137%	+$19.5K	﹤0.01%	1061
2022 Q3	$13K	Hold	123	–	–	﹤0.01%	1435
2022 Q2	$14K	Hold	123	–	–	﹤0.01%	1525
2022 Q1	$19K	Hold	123	–	–	﹤0.01%	1568
2021 Q4	$22K	Buy	+123	New	+$20.6K	﹤0.01%	1560
2017 Q1	–	Sell	-600	Closed	-$25K	–	1013
2016 Q4	$25K	Buy	+600	New	+$23.2K	﹤0.01%	903

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

Ancora Advisors's SOXX Position: Q1 2026 in Review

Ancora Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 501 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Ancora Advisors first reported a position in SOXX in Q4 2016 and has held it in 15 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Ancora Advisors held 501 shares of iShares Semiconductor ETF worth $165K as of Q1 2026.
Ancora Advisors left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #762 holding.
Ancora Advisors first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 15 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

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