Blue Chip Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Blue Chip Partners’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	$1.11M	Sell	3,365 -198	-6%	-$67.6K	0.08%	82
2025 Q4	$1.07M	Buy	3,563 +115	+3%	+$33.9K	0.08%	84
2025 Q3	$935K	Buy	3,448 +7	+0.2%	+$1.75K	0.07%	81
2025 Q2	$821K	Sell	3,441 -773	-18%	-$155K	0.07%	83
2025 Q1	$793K	Sell	4,214 -7,192	-63%	-$1.54M	0.07%	86
2024 Q4	$2.46M	Buy	11,406 +7,483	+191%	+$1.67M	0.21%	56
2024 Q3	$905K	Sell	3,923 -241	-6%	-$55.4K	0.08%	81
2024 Q2	$1.03M	Buy	4,164 +256	+7%	+$58.6K	0.09%	76
2024 Q1	$883K	Buy	3,908 +5	+0.1%	+$1.04K	0.09%	78
2023 Q4	$750K	Buy	3,903 +15	+0.4%	+$2.52K	0.08%	81
2023 Q3	$614K	Hold	3,888	–	–	0.07%	81
2023 Q2	$657K	Buy	3,888 +6	+0.2%	+$900	0.07%	92
2023 Q1	$576K	Buy	3,882 +2,649	+215%	+$361K	0.07%	91
2022 Q4	$143K	Sell	1,233 -93	-7%	-$10.8K	0.02%	154
2022 Q3	$141K	Buy	+1,326	New	+$166K	0.02%	144

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

Blue Chip Partners's SOXX Position: Q1 2026 in Review

Blue Chip Partners reduced its iShares Semiconductor ETF (SOXX) stake by 5.6% in Q1 2026, selling an estimated $67.6K and leaving 3,365 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #82.

Blue Chip Partners first reported a position in SOXX in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.46M in Q4 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Blue Chip Partners held 3,365 shares of iShares Semiconductor ETF worth $1.11M as of Q1 2026.
Blue Chip Partners sold 198 iShares Semiconductor ETF shares in Q1 2026, an estimated $67.6K.
iShares Semiconductor ETF made up 0.08% of Blue Chip Partners's portfolio in Q1 2026, its #82 holding.
Blue Chip Partners first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
Blue Chip Partners's iShares Semiconductor ETF position peaked at $2.46M in Q4 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.