Destination Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Destination Wealth Management’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	$4.57M	Hold	13,899	–	–	0.12%	105
2025 Q4	$4.19M	Buy	+13,899	New	+$4.1M	0.11%	105
2018 Q4	–	Sell	-138	Closed	-$9K	–	685
2018 Q3	$9K	Hold	138	–	–	﹤0.01%	474
2018 Q2	$8K	Hold	138	–	–	﹤0.01%	414
2018 Q1	$8K	Buy	+138	New	+$8.41K	﹤0.01%	419

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

Destination Wealth Management's SOXX Position: Q1 2026 in Review

Destination Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 13,899 shares worth $4.57M. The position accounts for 0.12% of the portfolio, ranked #105.

Destination Wealth Management first reported a position in SOXX in Q1 2018 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Destination Wealth Management held 13,899 shares of iShares Semiconductor ETF worth $4.57M as of Q1 2026.
Destination Wealth Management left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.12% of Destination Wealth Management's portfolio in Q1 2026, its #105 holding.
Destination Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.