Cascade Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cascade Financial Partners’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	–	Sell	-1,000	Closed	-$301K	–	283
2025 Q4	$301K	Hold	1,000	–	–	0.03%	204
2025 Q3	$271K	Hold	1,000	–	–	0.03%	216
2025 Q2	$239K	Buy	+1,000	New	+$200K	0.03%	231
2025 Q1	–	Sell	-1,000	Closed	-$215K	–	254
2024 Q4	$215K	Hold	1,000	–	–	0.03%	235
2024 Q3	$228K	Buy	+1,000	New	+$230K	0.03%	225

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

Cascade Financial Partners's SOXX Position: Q1 2026 in Review

Cascade Financial Partners sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 1,000 shares — an estimated $301K sold.

Cascade Financial Partners first reported a position in SOXX in Q3 2024 and held it in 5 quarters. The position peaked at $301K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Cascade Financial Partners reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 1,000 iShares Semiconductor ETF shares in Q1 2026, an estimated $301K.
Cascade Financial Partners first reported a position in iShares Semiconductor ETF in Q3 2024 and held it in 5 quarters.
Cascade Financial Partners's iShares Semiconductor ETF position peaked at $301K in Q4 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.