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Cresta Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Cresta 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 		$239K Hold
726
– – 0.1% 51
2025
Q4 		$219K Sell
726
-274
-27% -$80.8K 0.09% 52
2025
Q3 		$271K Buy
1,000
+61
+6% +$15.2K 0.12% 45
2025
Q2 		$224K Sell
939
-273
-23% -$54.7K 0.11% 46
2025
Q1 		$228K Hold
1,212
– – 0.12% 46
2024
Q4 		$279K Hold
1,212
– – 0.15% 46
2024
Q3 		$279K Sell
1,212
-23,602
-95% -$5.42M 0.15% 46
2024
Q2 		$6.12M Buy
24,814
+567
+2% +$130K 3.63% 10
2024
Q1 		$5.48M Buy
24,247
+475
+2% +$98.8K 3.47% 10
2023
Q4 		$4.57M Buy
23,772
+558
+2% +$93.6K 3.04% 11
2023
Q3 		$3.67M Buy
23,214
+633
+3% +$105K 2.84% 12
2023
Q2 		$3.82M Buy
22,581
+5,886
+35% +$883K 2.97% 12
2023
Q1 		$2.47M Buy
16,695
+4,494
+37% +$612K 1.93% 12
2022
Q4 		$1.42M Sell
12,201
-6,624
-35% -$769K 1.23% 11
2022
Q3 		$2M Buy
+18,825
New +$2.36M 2.47% 11

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

Cresta Advisors's SOXX Position: Q1 2026 in Review

Cresta Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 726 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #51.

Cresta Advisors first reported a position in SOXX in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.12M in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Cresta Advisors held 726 shares of iShares Semiconductor ETF worth $239K as of Q1 2026.
  • Cresta Advisors left its iShares Semiconductor ETF share count unchanged in Q1 2026.
  • iShares Semiconductor ETF made up 0.1% of Cresta Advisors's portfolio in Q1 2026, its #51 holding.
  • Cresta Advisors first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
  • Cresta Advisors's iShares Semiconductor ETF position peaked at $6.12M in Q2 2024.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.