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Bogart Wealth LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Bogart Wealth LLC’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 		$32.9K Hold
100
– – ﹤0.01% 603
2025
Q4 		$30.1K Hold
100
– – ﹤0.01% 582
2025
Q3 		$27.1K Hold
100
– – ﹤0.01% 589
2025
Q2 		$23.9K Buy
+100
New +$20K ﹤0.01% 588
2022
Q2 		– Sell
-135
Closed -$21K – 974
2022
Q1 		$21K Hold
135
– – ﹤0.01% 382
2021
Q4 		$24K Hold
135
– – ﹤0.01% 346
2021
Q3 		$20K Buy
+135
New +$20.5K ﹤0.01% 360

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

Bogart Wealth LLC's SOXX Position: Q1 2026 in Review

Bogart Wealth LLC held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 100 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Bogart Wealth LLC first reported a position in SOXX in Q3 2021 and has held it in 7 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Bogart Wealth LLC held 100 shares of iShares Semiconductor ETF worth $32.9K as of Q1 2026.
  • Bogart Wealth LLC left its iShares Semiconductor ETF share count unchanged in Q1 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #603 holding.
  • Bogart Wealth LLC first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 7 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.