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Choate Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Choate Investment Advisors’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 		$436K Buy
1,328
+41
+3% +$14K 0.01% 315
2025
Q4 		$388K Buy
1,287
+61
+5% +$18K 0.01% 342
2025
Q3 		$332K Buy
1,226
+73
+6% +$18.2K 0.01% 345
2025
Q2 		$275K Buy
1,153
+28
+2% +$5.61K 0.01% 353
2025
Q1 		$212K Sell
1,125
-30
-3% -$6.41K 0.01% 380
2024
Q4 		$249K Sell
1,155
-30
-3% -$6.69K 0.01% 358
2024
Q3 		$273K Hold
1,185
– – 0.01% 331
2024
Q2 		$292K Hold
1,185
– – 0.01% 307
2024
Q1 		$268K Hold
1,185
– – 0.01% 346
2023
Q4 		$228K Sell
1,185
-1,110
-48% -$186K 0.01% 346
2023
Q3 		$362K Hold
2,295
– – 0.01% 272
2023
Q2 		$388K Buy
2,295
+60
+3% +$9K 0.02% 223
2023
Q1 		$331K Buy
2,235
+1,020
+84% +$139K 0.02% 218
2022
Q4 		$141K Hold
1,215
– – 0.01% 275
2022
Q3 		$129K Buy
+1,215
New +$152K 0.01% 248

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

Choate Investment Advisors's SOXX Position: Q1 2026 in Review

Choate Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 3.2% in Q1 2026, buying an estimated $14K and bringing the position to 1,328 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #315.

Choate Investment Advisors first reported a position in SOXX in Q3 2022 and has held it in 15 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Choate Investment Advisors held 1,328 shares of iShares Semiconductor ETF worth $436K as of Q1 2026.
  • Choate Investment Advisors bought 41 iShares Semiconductor ETF shares in Q1 2026, an estimated $14K.
  • iShares Semiconductor ETF made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #315 holding.
  • Choate Investment Advisors first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.