Elevate Wealth Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Elevate Wealth Advisory’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	$238K	Buy	723 +1	+0.1%	+$341	0.15%	74
2025 Q4	$218K	Buy	722 +1	+0.1%	+$295	0.15%	68
2025 Q3	$196K	Sell	721 -82	-10%	-$20.5K	0.14%	72
2025 Q2	$192K	Buy	803 +2	+0.2%	+$401	0.14%	78
2025 Q1	$151K	Buy	801 +1	+0.1%	+$214	0.11%	75
2024 Q4	$172K	Buy	800 +1	+0.1%	+$223	0.13%	70
2024 Q3	$184K	Buy	799 +102	+15%	+$23.4K	0.14%	73
2024 Q2	$172K	Buy	697 +97	+16%	+$22.2K	0.14%	67
2024 Q1	$136K	Hold	600	–	–	0.12%	63
2023 Q4	$115K	Buy	+600	New	+$101K	0.11%	65

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

Elevate Wealth Advisory's SOXX Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares Semiconductor ETF (SOXX) stake by 0.14% in Q1 2026, buying an estimated $341 and bringing the position to 723 shares worth $238K. The position accounts for 0.15% of the portfolio, ranked #74.

Elevate Wealth Advisory first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Elevate Wealth Advisory held 723 shares of iShares Semiconductor ETF worth $238K as of Q1 2026.
Elevate Wealth Advisory bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 0.15% of Elevate Wealth Advisory's portfolio in Q1 2026, its #74 holding.
Elevate Wealth Advisory first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.