Essex Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Essex Financial Services’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	$2.52M	Sell	7,654 -213	-3%	-$72.7K	0.14%	150
2025 Q4	$2.37M	Buy	7,867 +2	+0%	+$590	0.13%	152
2025 Q3	$2.13M	Buy	7,865 +723	+10%	+$180K	0.13%	155
2025 Q2	$1.7M	Sell	7,142 -106	-1%	-$21.2K	0.11%	171
2025 Q1	$1.36M	Sell	7,248 -165	-2%	-$35.2K	0.1%	189
2024 Q4	$1.6M	Sell	7,413 -130	-2%	-$29K	0.11%	165
2024 Q3	$1.72M	Sell	7,543 -1,190	-14%	-$273K	0.12%	158
2024 Q2	$1.86M	Buy	8,733 +552	+7%	+$126K	0.14%	145
2024 Q1	$1.85M	Buy	8,181 +501	+7%	+$104K	0.17%	119
2023 Q4	$1.48M	Buy	7,680 +399	+5%	+$66.9K	0.15%	135
2023 Q3	$1.15M	Buy	7,281 +93	+1%	+$15.5K	0.13%	158
2023 Q2	$1.22M	Sell	7,188 -4,374	-38%	-$656K	0.14%	150
2023 Q1	$1.71M	Buy	11,562 +4,974	+76%	+$678K	0.18%	117
2022 Q4	$764K	Sell	6,588 -1,005	-13%	-$117K	0.08%	216
2022 Q3	$807K	Sell	7,593 -684	-8%	-$85.8K	0.1%	190
2022 Q2	$965K	Sell	8,277 -11,775	-59%	-$1.59M	0.11%	183
2022 Q1	$3.16M	Sell	20,052 -23,073	-54%	-$3.7M	0.3%	81
2021 Q4	$7.8M	Buy	43,125 +21,219	+97%	+$3.56M	0.77%	25
2021 Q3	$3.26M	Buy	21,906 +17,637	+413%	+$2.68M	0.37%	62
2021 Q2	$603K	Hold	4,269	–	–	0.09%	215
2021 Q1	$603K	Hold	4,269	–	–	0.11%	181
2020 Q4	$540K	Buy	+4,269	New	+$490K	0.11%	179
2018 Q2	–	Sell	-5,295	Closed	-$318K	–	338
2018 Q1	$318K	Buy	+5,295	New	+$323K	0.06%	257
2017 Q3	–	Sell	-5,316	Closed	-$248K	–	334
2017 Q2	$248K	Buy	+5,316	New	+$251K	0.05%	297

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

Essex Financial Services's SOXX Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q1 2026, selling an estimated $72.7K and leaving 7,654 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #150.

Essex Financial Services first reported a position in SOXX in Q2 2017 and has held it in 24 quarters since. The position peaked at $7.8M in Q4 2021. 927 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Essex Financial Services held 7,654 shares of iShares Semiconductor ETF worth $2.52M as of Q1 2026.
Essex Financial Services sold 213 iShares Semiconductor ETF shares in Q1 2026, an estimated $72.7K.
iShares Semiconductor ETF made up 0.14% of Essex Financial Services's portfolio in Q1 2026, its #150 holding.
Essex Financial Services first reported a position in iShares Semiconductor ETF in Q2 2017 and has held it in 24 quarters since.
Essex Financial Services's iShares Semiconductor ETF position peaked at $7.8M in Q4 2021.
927 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.