Evelyn Partners Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Evelyn Partners Investment 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	$34.5K	Hold	105	–	–	﹤0.01%	303
2025 Q4	$31.6K	Hold	105	–	–	﹤0.01%	314
2025 Q3	$28.5K	Hold	105	–	–	﹤0.01%	316
2025 Q2	$25.1K	Hold	105	–	–	﹤0.01%	323
2025 Q1	$19.8K	Hold	105	–	–	﹤0.01%	334
2024 Q4	$22.6K	Buy	+105	New	+$23.4K	﹤0.01%	316

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

Evelyn Partners Investment Management's SOXX Position: Q1 2026 in Review

Evelyn Partners Investment Management held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 105 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Evelyn Partners Investment Management first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Evelyn Partners Investment Management held 105 shares of iShares Semiconductor ETF worth $34.5K as of Q1 2026.
Evelyn Partners Investment Management left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #303 holding.
Evelyn Partners Investment Management first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.