Caldwell Sutter Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Caldwell Sutter Capital’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 Q2	$3.85K	Hold	6	–	–	﹤0.01%	726
2026 Q1	$1.97K	Hold	6	–	–	﹤0.01%	757
2025 Q4	$1.81K	Hold	6	–	–	﹤0.01%	757
2025 Q3	$1.63K	Hold	6	–	–	﹤0.01%	760
2025 Q2	$1.43K	Hold	6	–	–	﹤0.01%	753
2025 Q1	$1.13K	Hold	6	–	–	﹤0.01%	785
2024 Q4	$1.29K	Hold	6	–	–	﹤0.01%	798
2024 Q3	$1.38K	Hold	6	–	–	﹤0.01%	792
2024 Q2	$1.48K	Hold	6	–	–	﹤0.01%	792
2024 Q1	$1.36K	Hold	6	–	–	﹤0.01%	794
2023 Q4	$1.15K	Buy	+6	New	+$1.01K	﹤0.01%	820

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caldwell Sutter Capital's SOXX Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 6 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Caldwell Sutter Capital first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Caldwell Sutter Capital held 6 shares of iShares Semiconductor ETF worth $3.85K as of Q2 2026.
Caldwell Sutter Capital left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #726 holding.
Caldwell Sutter Capital first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.