Caldwell Trust’s iShares Semiconductor ETF SOXX Stock Holding History

Caldwell Trust’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	$48.1K	Buy	+75	New	+$38.1K	﹤0.01%	502

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 Trust's SOXX Position: Q2 2026 in Review

Caldwell Trust opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 75 shares worth $48.1K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Caldwell Trust held 75 shares of iShares Semiconductor ETF worth $48.1K as of Q2 2026.
iShares Semiconductor ETF was a new Caldwell Trust position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #502 holding.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.