Beacon Financial Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Beacon Financial Advisory’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	$949K	Buy	2,889 +77	+3%	+$26.3K	0.21%	124
2025 Q4	$847K	Buy	2,812 +20	+0.7%	+$5.9K	0.2%	139
2025 Q3	$757K	Buy	2,792 +14	+0.5%	+$3.49K	0.18%	152
2025 Q2	$663K	Sell	2,778 -728	-21%	-$146K	0.17%	153
2025 Q1	$660K	Sell	3,506 -53	-1%	-$11.3K	0.2%	133
2024 Q4	$767K	Buy	3,559 +111	+3%	+$24.8K	0.25%	113
2024 Q3	$795K	Buy	3,448 +170	+5%	+$39.1K	0.27%	105
2024 Q2	$808K	Sell	3,278 -321	-9%	-$73.5K	0.3%	94
2024 Q1	$813K	Sell	3,599 -460	-11%	-$95.6K	0.4%	78
2023 Q4	$779K	Buy	4,059 +177	+5%	+$29.7K	0.38%	78
2023 Q3	$613K	Buy	3,882 +27	+0.7%	+$4.5K	0.34%	97
2023 Q2	$652K	Buy	3,855 +6	+0.2%	+$900	0.37%	87
2023 Q1	$571K	Hold	3,849	–	–	0.36%	91
2022 Q4	$447K	Sell	3,849 -42	-1%	-$4.88K	0.32%	107
2022 Q3	$413K	Buy	3,891 +381	+11%	+$47.8K	0.29%	112
2022 Q2	$409K	Buy	3,510 +3	+0.1%	+$405	0.23%	135
2022 Q1	$553K	Buy	3,507 +3	+0.1%	+$480	0.26%	115
2021 Q4	$633K	Buy	3,504 +471	+16%	+$79K	0.29%	108
2021 Q3	$451K	Sell	3,033 -54	-2%	-$8.21K	0.23%	135
2021 Q2	$467K	Buy	3,087 +33	+1%	+$4.72K	0.25%	129
2021 Q1	$432K	Buy	3,054 +510	+20%	+$69.8K	0.25%	127
2020 Q4	$321K	Sell	2,544 -1,287	-34%	-$148K	0.21%	139
2020 Q3	$389K	Buy	3,831 +804	+27%	+$78.6K	0.34%	101
2020 Q2	$273K	Buy	+3,027	New	+$245K	0.3%	111
2020 Q1	–	Sell	-2,538	Closed	-$212K	–	163
2019 Q4	$212K	Buy	+2,538	New	+$195K	0.18%	147

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

Beacon Financial Advisory's SOXX Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q1 2026, buying an estimated $26.3K and bringing the position to 2,889 shares worth $949K. The position accounts for 0.21% of the portfolio, ranked #124.

Beacon Financial Advisory first reported a position in SOXX in Q4 2019 and has held it in 25 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Beacon Financial Advisory held 2,889 shares of iShares Semiconductor ETF worth $949K as of Q1 2026.
Beacon Financial Advisory bought 77 iShares Semiconductor ETF shares in Q1 2026, an estimated $26.3K.
iShares Semiconductor ETF made up 0.21% of Beacon Financial Advisory's portfolio in Q1 2026, its #124 holding.
Beacon Financial Advisory first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 25 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.