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	$128K	Buy	+200	New	+$102K	﹤0.01%	850

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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.