Continuum Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Continuum Advisory’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	$1.72M	Buy	5,234 +89	+2%	+$30.4K	0.17%	122
2025 Q4	$1.55M	Buy	5,145 +23	+0.4%	+$6.78K	0.16%	123
2025 Q3	$1.39M	Buy	5,122 +116	+2%	+$28.9K	0.15%	136
2025 Q2	$1.19M	Sell	5,006 -236	-5%	-$47.3K	0.14%	143
2025 Q1	$986K	Sell	5,242 -256	-5%	-$54.7K	0.13%	151
2024 Q4	$1.18M	Buy	5,498 +7	+0.1%	+$1.56K	0.15%	135
2024 Q3	$1.2M	Sell	5,491 -27	-0.5%	-$6.2K	0.15%	143
2024 Q2	$1.36M	Buy	5,518 +113	+2%	+$25.9K	0.2%	116
2024 Q1	$1.18M	Buy	5,405 +626	+13%	+$130K	0.18%	131
2023 Q4	$918K	Buy	4,779 +1,299	+37%	+$218K	0.13%	185
2023 Q3	$549K	Buy	3,480 +84	+2%	+$14K	0.09%	263
2023 Q2	$574K	Sell	3,396 -1,839	-35%	-$276K	0.09%	261
2023 Q1	$776K	Sell	5,235 -648	-11%	-$88.3K	0.13%	184
2022 Q4	$682K	Sell	5,883 -2,862	-33%	-$332K	0.12%	205
2022 Q3	$929K	Buy	8,745 +1,422	+19%	+$178K	0.16%	158
2022 Q2	$853K	Buy	7,323 +279	+4%	+$37.6K	0.16%	163
2022 Q1	$941K	Buy	7,044 +4,044	+135%	+$648K	0.18%	145
2021 Q4	$542K	Buy	3,000 +384	+15%	+$64.4K	0.12%	174
2021 Q3	$389K	Buy	2,616 +99	+4%	+$15K	0.1%	187
2021 Q2	$381K	Buy	2,517 +60	+2%	+$8.59K	0.12%	182
2021 Q1	$363K	Buy	2,457 +384	+19%	+$52.5K	0.15%	122
2020 Q4	$262K	Buy	+2,073	New	+$238K	0.12%	130

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

Continuum Advisory's SOXX Position: Q1 2026 in Review

Continuum Advisory increased its iShares Semiconductor ETF (SOXX) stake by 1.7% in Q1 2026, buying an estimated $30.4K and bringing the position to 5,234 shares worth $1.72M. The position accounts for 0.17% of the portfolio, ranked #122.

Continuum Advisory first reported a position in SOXX in Q4 2020 and has held it in 22 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Continuum Advisory held 5,234 shares of iShares Semiconductor ETF worth $1.72M as of Q1 2026.
Continuum Advisory bought 89 iShares Semiconductor ETF shares in Q1 2026, an estimated $30.4K.
iShares Semiconductor ETF made up 0.17% of Continuum Advisory's portfolio in Q1 2026, its #122 holding.
Continuum Advisory first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 22 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.