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Capital Analysts LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Analysts 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 		$124K Hold
377
– – ﹤0.01% 746
2025
Q4 		$114K Buy
377
+1
+0.3% +$295 ﹤0.01% 737
2025
Q3 		$102K Hold
376
– – ﹤0.01% 731
2025
Q2 		$90K Hold
376
– – ﹤0.01% 696
2025
Q1 		$70K Sell
376
-151
-29% -$32.2K ﹤0.01% 722
2024
Q4 		$114K Buy
527
+203
+63% +$45.3K ﹤0.01% 586
2024
Q3 		$75K Sell
324
-793
-71% -$182K ﹤0.01% 644
2024
Q2 		$276K Buy
1,117
+308
+38% +$70.5K 0.01% 411
2024
Q1 		$182K Buy
809
+557
+221% +$116K 0.01% 462
2023
Q4 		$48K Hold
252
– – ﹤0.01% 660
2023
Q3 		$40K Hold
252
– – ﹤0.01% 659
2023
Q2 		$43K Hold
252
– – ﹤0.01% 613
2023
Q1 		$37K Sell
252
-159
-39% -$21.7K ﹤0.01% 636
2022
Q4 		$48K Buy
411
+114
+38% +$13.2K ﹤0.01% 631
2022
Q3 		$31K Sell
297
-45
-13% -$5.64K ﹤0.01% 650
2022
Q2 		$40K Buy
342
+15
+5% +$2.02K ﹤0.01% 599
2022
Q1 		$52K Sell
327
-30
-8% -$4.8K ﹤0.01% 541
2021
Q4 		$64K Buy
357
+60
+20% +$10.1K ﹤0.01% 530
2021
Q3 		$44K Buy
297
+24
+9% +$3.65K ﹤0.01% 595
2021
Q2 		$41K Sell
273
-168
-38% -$24K ﹤0.01% 584
2021
Q1 		$62K Buy
441
+189
+75% +$25.9K ﹤0.01% 553
2020
Q4 		$32K Sell
252
-9,600
-97% -$1.1M ﹤0.01% 463
2020
Q3 		$1M Sell
9,852
-1,425
-13% -$139K 0.1% 158
2020
Q2 		$1.02M Buy
11,277
+8,400
+292% +$679K 0.11% 151
2020
Q1 		$197K Buy
2,877
+2,625
+1,042% +$208K 0.02% 210
2019
Q4 		$21K Hold
252
– – ﹤0.01% 488
2019
Q3 		$17K Hold
252
– – ﹤0.01% 486
2019
Q2 		$17K Hold
252
– – ﹤0.01% 474
2019
Q1 		$15K Buy
+252
New +$14.9K ﹤0.01% 467

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

Capital Analysts LLC's SOXX Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 377 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Capital Analysts LLC first reported a position in SOXX in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q2 2020. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Capital Analysts LLC held 377 shares of iShares Semiconductor ETF worth $124K as of Q1 2026.
  • Capital Analysts LLC left its iShares Semiconductor ETF share count unchanged in Q1 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #746 holding.
  • Capital Analysts LLC first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 29 quarters since.
  • Capital Analysts LLC's iShares Semiconductor ETF position peaked at $1.02M in Q2 2020.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.