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Crestwood Advisors Group’s iShares Semiconductor ETF SOXX Stock Holding History

Crestwood Advisors Group’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
Q2 		$2.65M Hold
4,134
– – 0.04% 211
2026
Q1 		$1.36M Buy
4,134
+2,093
+103% +$714K 0.02% 270
2025
Q4 		$615K Hold
2,041
– – 0.01% 351
2025
Q3 		$553K Sell
2,041
-201
-9% -$50.1K 0.01% 351
2025
Q2 		$535K Buy
+2,242
New +$449K 0.01% 342
2024
Q3 		– Sell
-821
Closed -$202K – 454
2024
Q2 		$202K Buy
+821
New +$188K ﹤0.01% 417

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crestwood Advisors Group's SOXX Position: Q2 2026 in Review

Crestwood Advisors Group held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 4,134 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #211.

Crestwood Advisors Group first reported a position in SOXX in Q2 2024 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Crestwood Advisors Group held 4,134 shares of iShares Semiconductor ETF worth $2.65M as of Q2 2026.
  • Crestwood Advisors Group left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #211 holding.
  • Crestwood Advisors Group first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.