Creative Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Creative Planning’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
2020 Q2	–	Sell	-600	Closed	-$1K	–	2120
2020 Q1	$1K	Buy	600 +300	+100%	+$23.8K	﹤0.01%	1856
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	1928
2019 Q3	$3K	Hold	300	–	–	﹤0.01%	1940
2019 Q2	$3K	Buy	+300	New	+$19.6K	﹤0.01%	1971

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

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.