BOK Financial Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

BOK Financial Private Wealth’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	$49.3K	Hold	150	–	–	﹤0.01%	270
2025 Q4	$45.2K	Hold	150	–	–	﹤0.01%	291
2025 Q3	$40.7K	Hold	150	–	–	﹤0.01%	263
2025 Q2	$35.8K	Hold	150	–	–	﹤0.01%	273
2025 Q1	$28.2K	Hold	150	–	–	﹤0.01%	314
2024 Q4	$32.3K	Hold	150	–	–	﹤0.01%	295
2024 Q3	$34.6K	Hold	150	–	–	﹤0.01%	299
2024 Q2	$37K	Hold	150	–	–	﹤0.01%	294
2024 Q1	$33.9K	Hold	150	–	–	﹤0.01%	292
2023 Q4	$28.8K	Hold	150	–	–	﹤0.01%	294
2023 Q3	$23.8K	Hold	150	–	–	﹤0.01%	286
2023 Q2	$25.4K	Hold	150	–	–	﹤0.01%	276
2023 Q1	$22.2K	Buy	+150	New	+$20.4K	﹤0.01%	300

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

BOK Financial Private Wealth's SOXX Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 150 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

BOK Financial Private Wealth first reported a position in SOXX in Q1 2023 and has held it in 13 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

BOK Financial Private Wealth held 150 shares of iShares Semiconductor ETF worth $49.3K as of Q1 2026.
BOK Financial Private Wealth left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #270 holding.
BOK Financial Private Wealth first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.