Ehrlich Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Ehrlich Financial 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 Q1	–	Sell	-4,541	Closed	-$1.37M	–	122
2025 Q4	$1.37M	Sell	4,541 -171	-4%	-$50.4K	0.78%	35
2025 Q3	$1.28M	Buy	+4,712	New	+$1.18M	0.76%	38
2025 Q2	–	Sell	-2,789	Closed	-$525K	–	118
2025 Q1	$525K	Buy	+2,789	New	+$596K	0.38%	57
2024 Q2	–	Sell	-2,715	Closed	-$613K	–	112
2024 Q1	$613K	Buy	+2,715	New	+$564K	0.52%	45

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

Ehrlich Financial Group's SOXX Position: Q1 2026 in Review

Ehrlich Financial Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 4,541 shares — an estimated $1.37M sold.

Ehrlich Financial Group first reported a position in SOXX in Q1 2024 and held it in 4 quarters. The position peaked at $1.37M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Ehrlich Financial Group reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Ehrlich Financial Group sold 4,541 iShares Semiconductor ETF shares in Q1 2026, an estimated $1.37M.
Ehrlich Financial Group first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 4 quarters.
Ehrlich Financial Group's iShares Semiconductor ETF position peaked at $1.37M in Q4 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.