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

EPG 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	$69K	Hold	210	–	–	0.02%	217
2025 Q4	$63.2K	Hold	210	–	–	0.02%	217
2025 Q3	$56.9K	Hold	210	–	–	0.02%	218
2025 Q2	$50.1K	Hold	210	–	–	0.02%	225
2025 Q1	$39.5K	Hold	210	–	–	0.01%	302
2024 Q4	$45.3K	Hold	210	–	–	0.01%	302
2024 Q3	$48.4K	Buy	+210	New	+$48.2K	0.01%	301
2024 Q2	–	Sell	-210	Closed	-$48.1K	–	317
2024 Q1	$47.4K	Hold	210	–	–	0.01%	318
2023 Q4	$43.1K	Buy	+210	New	+$35.2K	0.01%	314
2020 Q2	–	Sell	-111	Closed	-$8K	–	661
2020 Q1	$8K	Hold	111	–	–	0.01%	522
2019 Q4	$9K	Buy	+111	New	+$8.53K	0.01%	442

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

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

EPG Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 210 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #217.

EPG Wealth Management first reported a position in SOXX in Q4 2019 and has held it in 11 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

EPG Wealth Management held 210 shares of iShares Semiconductor ETF worth $69K as of Q1 2026.
EPG Wealth Management left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.02% of EPG Wealth Management's portfolio in Q1 2026, its #217 holding.
EPG Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 11 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.