EP Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.5M | Buy |
7,604
+873
| +13% | +$298K | 0.01% | 434 |
|
|
2025
Q4 | $2.03M | Buy |
+6,731
| New | +$1.98M | 0.01% | 443 |
|
|
2025
Q2 | $1.69M | Buy |
7,068
+197
| +3% | +$39.5K | 0.01% | 452 |
|
|
2025
Q1 | $1.29M | Sell |
6,871
-2,912
| -30% | -$622K | 0.01% | 440 |
|
|
2024
Q4 | $2.11M | Sell |
9,783
-421
| -4% | -$93.9K | 0.02% | 351 |
|
|
2024
Q3 | $2.35M | Buy |
10,204
+28
| +0.3% | +$6.43K | 0.02% | 327 |
|
|
2024
Q2 | $2.51M | Buy |
10,176
+560
| +6% | +$128K | 0.03% | 249 |
|
|
2024
Q1 | $2.17M | Buy |
9,616
+382
| +4% | +$79.4K | 0.03% | 247 |
|
|
2023
Q4 | $1.77M | Sell |
9,234
-849
| -8% | -$142K | 0.02% | 281 |
|
|
2023
Q3 | $1.59M | Sell |
10,083
-27,162
| -73% | -$4.52M | 0.02% | 263 |
|
|
2023
Q2 | $1.71M | Sell |
37,245
-1,320,198
| -97% | -$198M | 0.02% | 265 |
|
|
2023
Q1 | $31.5M | Buy |
1,357,443
+1,347,771
| +13,935% | +$184M | 0.54% | 45 |
|
|
2022
Q4 | $1.12M | Buy |
+9,672
| New | +$1.12M | 0.02% | 266 |
|
|
2022
Q3 | – | Sell |
-5,778
| Closed | -$673K | – | 596 |
|
|
2022
Q2 | $673K | Buy |
5,778
+21
| +0.4% | +$2.83K | 0.02% | 319 |
|
|
2022
Q1 | $908K | Sell |
5,757
-255
| -4% | -$40.8K | 0.02% | 289 |
|
|
2021
Q4 | $1.09M | Buy |
6,012
+27
| +0.5% | +$4.53K | 0.03% | 249 |
|
|
2021
Q3 | $890K | Buy |
5,985
+120
| +2% | +$18.2K | 0.02% | 254 |
|
|
2021
Q2 | $888K | Sell |
5,865
-195
| -3% | -$27.9K | 0.02% | 257 |
|
|
2021
Q1 | $856K | Sell |
6,060
-675
| -10% | -$92.4K | 0.03% | 248 |
|
|
2020
Q4 | $851K | Sell |
6,735
-210
| -3% | -$24.1K | 0.03% | 208 |
|
|
2020
Q3 | $705K | Sell |
6,945
-885
| -11% | -$86.5K | 0.03% | 192 |
|
|
2020
Q2 | $707K | Sell |
7,830
-945
| -11% | -$76.4K | 0.03% | 209 |
|
|
2020
Q1 | $600K | Sell |
8,775
-3,123
| -26% | -$247K | 0.03% | 232 |
|
|
2019
Q4 | $996K | Sell |
11,898
-1,665
| -12% | -$128K | 0.04% | 193 |
|
|
2019
Q3 | $956K | Sell |
13,563
-3,045
| -18% | -$210K | 0.05% | 164 |
|
|
2019
Q2 | $1.1M | Sell |
16,608
-3,210
| -16% | -$210K | 0.07% | 121 |
|
|
2019
Q1 | $1.25M | Sell |
19,818
-4,263
| -18% | -$252K | 0.12% | 99 |
|
|
2018
Q4 | $1.26M | Sell |
24,081
-1,011
| -4% | -$55.5K | 0.1% | 108 |
|
|
2018
Q3 | $1.55M | Buy |
25,092
+2,742
| +12% | +$169K | 0.12% | 90 |
|
|
2018
Q2 | $1.33M | Sell |
22,350
-960
| -4% | -$58.3K | 0.13% | 76 |
|
|
2018
Q1 | $1.4M | Sell |
23,310
-3,882
| -14% | -$237K | 0.14% | 80 |
|
|
2017
Q4 | $1.54M | Sell |
27,192
-4,050
| -13% | -$230K | 0.16% | 58 |
|
|
2017
Q3 | $1.65M | Sell |
31,242
-11,904
| -28% | -$592K | 0.19% | 61 |
|
|
2017
Q2 | $2.02M | Buy |
+43,146
| New | +$2.03M | 0.25% | 64 |
|
Other funds holding SOXX
EP Wealth Advisors's SOXX Position: Q1 2026 in Review
EP Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 13% in Q1 2026, buying an estimated $298K and bringing the position to 7,604 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #434.
EP Wealth Advisors first reported a position in SOXX in Q2 2017 and has held it in 34 quarters since. The position peaked at $31.5M in Q1 2023. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.
- EP Wealth Advisors held 7,604 shares of iShares Semiconductor ETF worth $2.5M as of Q1 2026.
- EP Wealth Advisors bought 873 iShares Semiconductor ETF shares in Q1 2026, an estimated $298K.
- iShares Semiconductor ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #434 holding.
- EP Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2017 and has held it in 34 quarters since.
- EP Wealth Advisors's iShares Semiconductor ETF position peaked at $31.5M in Q1 2023.
- 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.