Financial Gravity Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Gravity Asset 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	$329	Buy	+1	New	+$341	﹤0.01%	821
2025 Q1	$941	Buy	+5	New	+$1.07K	﹤0.01%	884
2024 Q1	–	Sell	-45	Closed	-$9.36K	–	1087
2023 Q4	$8.63K	Buy	+45	New	+$7.55K	﹤0.01%	511
2021 Q3	$446K	Hold	45	–	–	0.21%	87
2021 Q2	$454K	Buy	+45	New	+$6.44K	0.16%	89
2020 Q4	$87K	Buy	+690	New	+$79.2K	0.08%	74
2019 Q4	$312K	Buy	1,251 +345	+38%	+$26.5K	0.21%	50
2019 Q3	$64K	Sell	906 -840	-48%	-$58K	0.06%	258
2019 Q2	$115K	Buy	1,746 +1,077	+161%	+$70.4K	0.09%	214
2019 Q1	$43K	Buy	+669	New	+$39.5K	0.03%	348

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Gravity Asset Management's SOXX Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 1 share worth $329. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SOXX as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in SOXX in Q1 2019 and has held it in 10 quarters since. The position peaked at $454K in Q2 2021. 931 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Financial Gravity Asset Management held 1 share of iShares Semiconductor ETF worth $329 as of Q1 2026.
iShares Semiconductor ETF was a new Financial Gravity Asset Management position in Q1 2026.
iShares Semiconductor ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #821 holding.
Financial Gravity Asset Management first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 10 quarters since.
Financial Gravity Asset Management's iShares Semiconductor ETF position peaked at $454K in Q2 2021.
931 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.