Fiduciary Alliance’s iShares Semiconductor ETF SOXX Stock Holding History

Fiduciary Alliance’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	$573K	Sell	1,426 -249	-15%	-$85K	0.03%	349
2025 Q4	$504K	Sell	1,675 -233	-12%	-$68.7K	0.03%	341
2025 Q3	$517K	Buy	+1,908	New	+$476K	0.03%	341
2023 Q3	–	Sell	-216	Closed	-$36.5K	–	826
2023 Q2	$36.5K	Buy	+216	New	+$32.4K	0.01%	349
2023 Q1	–	Sell	-21	Closed	-$2.44K	–	759
2022 Q4	$2.44K	Buy	+21	New	+$2.44K	﹤0.01%	659

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

Fiduciary Alliance's SOXX Position: Q1 2026 in Review

Fiduciary Alliance reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q1 2026, selling an estimated $85K and leaving 1,426 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #349.

Fiduciary Alliance first reported a position in SOXX in Q4 2022 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Fiduciary Alliance held 1,426 shares of iShares Semiconductor ETF worth $573K as of Q1 2026.
Fiduciary Alliance sold 249 iShares Semiconductor ETF shares in Q1 2026, an estimated $85K.
iShares Semiconductor ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #349 holding.
Fiduciary Alliance first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.