Evolution Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Evolution Wealth Advisors’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	$3.72M	Buy	11,309 +8	+0.1%	+$2.73K	0.38%	38
2025 Q4	$3.4M	Buy	11,301 +608	+6%	+$179K	0.34%	39
2025 Q3	$2.9M	Buy	10,693 +569	+6%	+$142K	0.39%	43
2025 Q2	$2.42M	Sell	10,124 -1,395	-12%	-$280K	0.35%	46
2025 Q1	$2.17M	Buy	11,519 +4,147	+56%	+$885K	0.36%	47
2024 Q4	$1.59M	Sell	7,372 -2,130	-22%	-$475K	0.27%	51
2024 Q3	$2.19M	Buy	9,502 +7,780	+452%	+$1.79M	0.39%	44
2024 Q2	$425K	Buy	+1,722	New	+$394K	0.08%	88

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

Evolution Wealth Advisors's SOXX Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.07% in Q1 2026, buying an estimated $2.73K and bringing the position to 11,309 shares worth $3.72M. The position accounts for 0.38% of the portfolio, ranked #38.

Evolution Wealth Advisors first reported a position in SOXX in Q2 2024 and has held it in 8 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Evolution Wealth Advisors held 11,309 shares of iShares Semiconductor ETF worth $3.72M as of Q1 2026.
Evolution Wealth Advisors bought 8 iShares Semiconductor ETF shares in Q1 2026, an estimated $2.73K.
iShares Semiconductor ETF made up 0.38% of Evolution Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Evolution Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.