Cypress Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History

Cypress Wealth Services’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 Q3	$1.09M	Sell	5,541 -294	-5%	-$52.5K	0.13%	124
2026 Q2	$1.25M	Buy	5,835 +384	+7%	+$65K	0.15%	110
2026 Q1	$597K	Buy	5,451 +195	+4%	+$22.2K	0.08%	191
2025 Q4	$528K	Hold	5,256	–	–	0.07%	205
2025 Q3	$475K	Sell	5,256 -210	-4%	-$17.5K	0.08%	187
2025 Q2	$435K	Buy	5,466 +342	+7%	+$22.8K	0.08%	189
2025 Q1	$321K	Buy	5,124 +234	+5%	+$16.7K	0.07%	207
2024 Q4	$351K	Hold	4,890	–	–	0.07%	186
2024 Q3	$376K	Buy	4,890 +1,122	+30%	+$85.9K	0.08%	187
2024 Q2	$310K	Buy	3,768 +546	+17%	+$41.7K	0.07%	189
2024 Q1	$243K	Hold	3,222	–	–	0.06%	223
2023 Q4	$206K	Buy	+3,222	New	+$180K	0.05%	229

Other funds holding SOXX

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cypress Wealth Services's SOXX Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares Semiconductor ETF (SOXX) stake by 5% in Q3 2026, selling an estimated $52.5K and leaving 5,541 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #124.

Cypress Wealth Services first reported a position in SOXX in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2026. 1,072 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Cypress Wealth Services held 5,541 shares of iShares Semiconductor ETF worth $1.09M as of Q3 2026.
Cypress Wealth Services sold 294 iShares Semiconductor ETF shares in Q3 2026, an estimated $52.5K.
iShares Semiconductor ETF made up 0.13% of Cypress Wealth Services's portfolio in Q3 2026, its #124 holding.
Cypress Wealth Services first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 12 quarters since.
Cypress Wealth Services's iShares Semiconductor ETF position peaked at $1.25M in Q2 2026.
1,072 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.