Clearstead Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Clearstead 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	$272K	Buy	827 +591	+250%	+$202K	﹤0.01%	898
2025 Q4	$71.2K	Sell	236 -66	-22%	-$19.5K	﹤0.01%	1244
2025 Q3	$81.9K	Hold	302	–	–	﹤0.01%	1110
2025 Q2	$72.1K	Buy	302 +86	+40%	+$17.2K	﹤0.01%	1165
2025 Q1	$40.6K	Buy	216 +150	+227%	+$32K	﹤0.01%	1221
2024 Q4	$14.2K	Sell	66 -55	-45%	-$12.3K	﹤0.01%	1483
2024 Q3	$27.9K	Buy	121 +55	+83%	+$12.6K	﹤0.01%	1342
2024 Q2	$16.3K	Hold	66	–	–	﹤0.01%	1435
2024 Q1	$14.6K	Hold	66	–	–	﹤0.01%	995
2023 Q4	$12.7K	Sell	66 -66	-50%	-$11.1K	﹤0.01%	1022
2023 Q3	$20.8K	Buy	132 +66	+100%	+$11K	﹤0.01%	1018
2023 Q2	$11.2K	Buy	+66	New	+$9.9K	﹤0.01%	975
2022 Q4	–	Sell	-600	Closed	-$64K	–	1370
2022 Q3	$64K	Hold	600	–	–	0.01%	565
2022 Q2	$70K	Hold	600	–	–	0.01%	553
2022 Q1	$95K	Buy	+600	New	+$96.1K	0.01%	560
2020 Q4	–	Sell	-297	Closed	-$30K	–	1017
2020 Q3	$30K	Buy	+297	New	+$29K	﹤0.01%	541

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

Clearstead Advisors's SOXX Position: Q1 2026 in Review

Clearstead Advisors increased its iShares Semiconductor ETF (SOXX) stake by 250% in Q1 2026, buying an estimated $202K and bringing the position to 827 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Clearstead Advisors first reported a position in SOXX in Q3 2020 and has held it in 16 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Clearstead Advisors held 827 shares of iShares Semiconductor ETF worth $272K as of Q1 2026.
Clearstead Advisors bought 591 iShares Semiconductor ETF shares in Q1 2026, an estimated $202K.
iShares Semiconductor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #898 holding.
Clearstead Advisors first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 16 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.