Cerity Partners
SOXX icon

Cerity Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cerity 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 		$2.25M Sell
6,852
-109
-2% -$37.2K ﹤0.01% 1421
2025
Q4 		$2.1M Buy
6,961
+207
+3% +$61K ﹤0.01% 1358
2025
Q3 		$1.83M Buy
6,754
+937
+16% +$234K ﹤0.01% 1336
2025
Q2 		$1.39M Buy
5,817
+482
+9% +$96.6K ﹤0.01% 1372
2025
Q1 		$1M Sell
5,335
-1,196
-18% -$255K ﹤0.01% 1425
2024
Q4 		$1.41M Buy
6,531
+380
+6% +$84.8K ﹤0.01% 1259
2024
Q3 		$1.42M Buy
6,151
+1,863
+43% +$428K ﹤0.01% 1250
2024
Q2 		$1.06M Sell
4,288
-265
-6% -$60.6K ﹤0.01% 1203
2024
Q1 		$1.03M Buy
4,553
+1,412
+45% +$294K ﹤0.01% 1264
2023
Q4 		$603K Buy
+3,141
New +$527K ﹤0.01% 1193
2023
Q3 		– Sell
-24,237
Closed -$4.1M – 1678
2023
Q2 		$4.1M Buy
24,237
+3,393
+16% +$509K 0.02% 543
2023
Q1 		$3.09M Buy
20,844
+4,005
+24% +$546K 0.01% 596
2022
Q4 		$1.95M Buy
16,839
+8,175
+94% +$949K 0.01% 525
2022
Q3 		$921K Buy
+8,664
New +$1.09M 0.01% 536

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

Cerity Partners's SOXX Position: Q1 2026 in Review

Cerity Partners reduced its iShares Semiconductor ETF (SOXX) stake by 1.6% in Q1 2026, selling an estimated $37.2K and leaving 6,852 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Cerity Partners first reported a position in SOXX in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.1M in Q2 2023. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Cerity Partners held 6,852 shares of iShares Semiconductor ETF worth $2.25M as of Q1 2026.
  • Cerity Partners sold 109 iShares Semiconductor ETF shares in Q1 2026, an estimated $37.2K.
  • iShares Semiconductor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1421 holding.
  • Cerity Partners first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 14 quarters since.
  • Cerity Partners's iShares Semiconductor ETF position peaked at $4.1M in Q2 2023.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.