Creative Planning’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.61M | Buy |
23,150
+1,394
| +6% | +$476K | 0.01% | 880 |
|
|
2025
Q4 | $6.55M | Buy |
21,756
+219
| +1% | +$64.6K | ﹤0.01% | 830 |
|
|
2025
Q3 | $5.84M | Buy |
21,537
+2,305
| +12% | +$575K | ﹤0.01% | 785 |
|
|
2025
Q2 | $4.59M | Sell |
19,232
-700
| -4% | -$140K | ﹤0.01% | 802 |
|
|
2025
Q1 | $3.75M | Sell |
19,932
-1,042
| -5% | -$222K | ﹤0.01% | 821 |
|
|
2024
Q4 | $4.52M | Buy |
20,974
+1,684
| +9% | +$376K | ﹤0.01% | 698 |
|
|
2024
Q3 | $4.45M | Sell |
19,290
-1,297
| -6% | -$298K | ﹤0.01% | 678 |
|
|
2024
Q2 | $5.08M | Buy |
20,587
+2,424
| +13% | +$555K | 0.01% | 611 |
|
|
2024
Q1 | $4.1M | Buy |
18,163
+2,815
| +18% | +$585K | ﹤0.01% | 678 |
|
|
2023
Q4 | $2.95M | Sell |
15,348
-474
| -3% | -$79.5K | 0.01% | 748 |
|
|
2023
Q3 | $2.5M | Buy |
15,822
+1,440
| +10% | +$240K | ﹤0.01% | 762 |
|
|
2023
Q2 | $2.43M | Sell |
14,382
-6,960
| -33% | -$1.04M | ﹤0.01% | 732 |
|
|
2023
Q1 | $3.16M | Sell |
21,342
-1,770
| -8% | -$241K | ﹤0.01% | 629 |
|
|
2022
Q4 | $2.68M | Buy |
23,112
+234
| +1% | +$27.2K | ﹤0.01% | 657 |
|
|
2022
Q3 | $2.43M | Buy |
22,878
+2,322
| +11% | +$291K | ﹤0.01% | 630 |
|
|
2022
Q2 | $2.4M | Buy |
20,556
+7,242
| +54% | +$977K | ﹤0.01% | 658 |
|
|
2022
Q1 | $2.1M | Sell |
13,314
-567
| -4% | -$90.8K | ﹤0.01% | 705 |
|
|
2021
Q4 | $2.51M | Buy |
13,881
+861
| +7% | +$144K | ﹤0.01% | 618 |
|
|
2021
Q3 | $1.94M | Buy |
13,020
+528
| +4% | +$80.3K | ﹤0.01% | 697 |
|
|
2021
Q2 | $1.89M | Sell |
12,492
-618
| -5% | -$88.4K | ﹤0.01% | 703 |
|
|
2021
Q1 | $1.85M | Buy |
13,110
+1,011
| +8% | +$138K | ﹤0.01% | 764 |
|
|
2020
Q4 | $1.53M | Buy |
12,099
+249
| +2% | +$28.6K | ﹤0.01% | 770 |
|
|
2020
Q3 | $1.2M | Buy |
11,850
+1,521
| +15% | +$149K | ﹤0.01% | 733 |
|
|
2020
Q2 | $933K | Sell |
10,329
-870
| -8% | -$70.3K | ﹤0.01% | 765 |
|
|
2020
Q1 | $766K | Sell |
11,199
-111
| -1% | -$8.79K | ﹤0.01% | 749 |
|
|
2019
Q4 | $947K | Sell |
11,310
-1,401
| -11% | -$108K | ﹤0.01% | 811 |
|
|
2019
Q3 | $896K | Buy |
12,711
+1,971
| +18% | +$136K | ﹤0.01% | 805 |
|
|
2019
Q2 | $710K | Sell |
10,740
-45
| -0.4% | -$2.94K | ﹤0.01% | 898 |
|
|
2019
Q1 | $681K | Sell |
10,785
-354
| -3% | -$20.9K | ﹤0.01% | 893 |
|
|
2018
Q4 | $583K | Buy |
11,139
+279
| +3% | +$15.3K | ﹤0.01% | 882 |
|
|
2018
Q3 | $670K | Buy |
10,860
+1,527
| +16% | +$94.3K | ﹤0.01% | 929 |
|
|
2018
Q2 | $555K | Buy |
+9,333
| New | +$566K | ﹤0.01% | 1017 |
|
|
2017
Q3 | – | Sell |
-2,604
| Closed | -$122K | – | 3453 |
|
|
2017
Q2 | $122K | Sell |
2,604
-3,966
| -60% | -$187K | ﹤0.01% | 1844 |
|
|
2017
Q1 | $300K | Buy |
6,570
+3,081
| +88% | +$134K | ﹤0.01% | 1265 |
|
|
2016
Q4 | $143K | Buy |
3,489
+1,314
| +60% | +$50.8K | ﹤0.01% | 1618 |
|
|
2016
Q3 | $82K | Buy |
2,175
+300
| +16% | +$10.5K | ﹤0.01% | 1975 |
|
|
2016
Q2 | $59K | Hold |
1,875
| – | – | ﹤0.01% | 2025 |
|
|
2016
Q1 | $57K | Sell |
1,875
-300
| -14% | -$8.42K | ﹤0.01% | 2006 |
|
|
2015
Q4 | $65K | Hold |
2,175
| – | – | ﹤0.01% | 1907 |
|
|
2015
Q3 | $59K | Buy |
+2,175
| New | +$61.8K | ﹤0.01% | 1927 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$38K | – | 2731 |
|
|
2015
Q1 | $38K | Buy |
1,200
+900
| +300% | +$28.1K | ﹤0.01% | 2220 |
|
|
2014
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 3192 |
|
|
2014
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 3011 |
|
|
2014
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 2944 |
|
|
2014
Q1 | $8K | Buy |
+300
| New | +$7.51K | ﹤0.01% | 2870 |
|
Other funds holding SOXX
Creative Planning's SOXX Position: Q1 2026 in Review
Creative Planning increased its iShares Semiconductor ETF (SOXX) stake by 6.4% in Q1 2026, buying an estimated $476K and bringing the position to 23,150 shares worth $7.61M. The position accounts for 0.01% of the portfolio, ranked #880.
Creative Planning first reported a position in SOXX in Q1 2014 and has held it in 45 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.
- Creative Planning held 23,150 shares of iShares Semiconductor ETF worth $7.61M as of Q1 2026.
- Creative Planning bought 1,394 iShares Semiconductor ETF shares in Q1 2026, an estimated $476K.
- iShares Semiconductor ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #880 holding.
- Creative Planning first reported a position in iShares Semiconductor ETF in Q1 2014 and has held it in 45 quarters since.
- 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.