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

Flagship 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 Q3	$542K	Sell	2,862 -156	-5%	-$27.8K	0.12%	91
2026 Q2	$645K	Buy	3,018 +1,980	+191%	+$335K	0.14%	80
2026 Q1	$82.6K	Sell	1,038 -1,824	-64%	-$208K	0.04%	155
2025 Q4	$287K	Buy	2,862 +987	+53%	+$97K	0.08%	100
2025 Q3	$169K	Sell	1,875 -1,113	-37%	-$92.5K	0.06%	132
2025 Q2	$238K	Sell	2,988 -198	-6%	-$13.2K	0.09%	104
2025 Q1	$200K	Buy	3,186 +399	+14%	+$28.4K	0.08%	108
2024 Q4	$200K	Buy	+2,787	New	+$207K	0.12%	94

Other funds holding SOXX

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Flagship Wealth Advisors's SOXX Position: Q3 2026 in Review

Flagship Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 5.2% in Q3 2026, selling an estimated $27.8K and leaving 2,862 shares worth $542K. The position accounts for 0.12% of the portfolio, ranked #91.

Flagship Wealth Advisors first reported a position in SOXX in Q4 2024 and has held it in 8 quarters since. The position peaked at $645K in Q2 2026. 1,072 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Flagship Wealth Advisors held 2,862 shares of iShares Semiconductor ETF worth $542K as of Q3 2026.
Flagship Wealth Advisors sold 156 iShares Semiconductor ETF shares in Q3 2026, an estimated $27.8K.
iShares Semiconductor ETF made up 0.12% of Flagship Wealth Advisors's portfolio in Q3 2026, its #91 holding.
Flagship Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
Flagship Wealth Advisors's iShares Semiconductor ETF position peaked at $645K in Q2 2026.
1,072 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.