Capstone Wealth Management Group (Oregon)’s iShares Semiconductor ETF SOXX Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$1.64M	Sell	4,995 -1	-0%	-$341	1.01%	30
2025 Q4	$1.5M	Sell	4,996 -4	-0.1%	-$1.18K	0.91%	31
2025 Q3	$1.36M	Sell	5,000 -160	-3%	-$39.9K	0.87%	33
2025 Q2	$1.23M	Sell	5,160 -777	-13%	-$156K	0.9%	35
2025 Q1	$1.12M	Sell	5,937 -1,795	-23%	-$383K	0.89%	33
2024 Q4	$1.67M	Buy	+7,732	New	+$1.72M	1.27%	25

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

Capstone Wealth Management Group (Oregon)'s SOXX Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Semiconductor ETF (SOXX) stake by 0.02% in Q1 2026, selling an estimated $341 and leaving 4,995 shares worth $1.64M. The position accounts for 1.01% of the portfolio, ranked #30.

Capstone Wealth Management Group (Oregon) first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 4,995 shares of iShares Semiconductor ETF worth $1.64M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 1.01% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #30 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s iShares Semiconductor ETF position peaked at $1.67M in Q4 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.