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

Angeles 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	$216K	Hold	657	–	–	0.01%	390
2025 Q4	$198K	Hold	657	–	–	0.01%	370
2025 Q3	$178K	Hold	657	–	–	0.01%	343
2025 Q2	$157K	Sell	657 -150	-19%	-$30.1K	0.01%	346
2025 Q1	$152K	Hold	807	–	–	0.01%	293
2024 Q4	$174K	Buy	807 +318	+65%	+$70.9K	0.01%	298
2024 Q3	$113K	Sell	489 -201	-29%	-$46.2K	0.01%	279
2024 Q2	$170K	Buy	690 +204	+42%	+$46.7K	0.02%	231
2024 Q1	$110K	Sell	486 -471	-49%	-$97.9K	0.01%	237
2023 Q4	$184K	Buy	957 +672	+236%	+$113K	0.02%	198
2023 Q3	$45K	Hold	285	–	–	0.01%	199
2023 Q2	$48.2K	Buy	285 +150	+111%	+$22.5K	0.01%	202
2023 Q1	$20K	Buy	135 +45	+50%	+$6.13K	﹤0.01%	198
2022 Q4	$10.4K	Sell	90 -135	-60%	-$15.7K	﹤0.01%	206
2022 Q3	$24K	Buy	+225	New	+$28.2K	﹤0.01%	197

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

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

Angeles Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 657 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #390.

Angeles Wealth Management first reported a position in SOXX in Q3 2022 and has held it in 15 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Angeles Wealth Management held 657 shares of iShares Semiconductor ETF worth $216K as of Q1 2026.
Angeles Wealth Management left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #390 holding.
Angeles Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2022 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 Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.