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 Q1	$82.6K	Sell	346 -608	-64%	-$208K	0.04%	155
2025 Q4	$287K	Buy	954 +329	+53%	+$97K	0.08%	100
2025 Q3	$169K	Sell	625 -371	-37%	-$92.5K	0.06%	132
2025 Q2	$238K	Sell	996 -66	-6%	-$13.2K	0.09%	104
2025 Q1	$200K	Buy	1,062 +133	+14%	+$28.4K	0.08%	108
2024 Q4	$200K	Buy	+929	New	+$207K	0.12%	94

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

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

Flagship Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 64% in Q1 2026, selling an estimated $208K and leaving 346 shares worth $82.6K. The position accounts for 0.04% of the portfolio, ranked #155.

Flagship Wealth Advisors first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Flagship Wealth Advisors held 346 shares of iShares Semiconductor ETF worth $82.6K as of Q1 2026.
Flagship Wealth Advisors sold 608 iShares Semiconductor ETF shares in Q1 2026, an estimated $208K.
iShares Semiconductor ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q1 2026, its #155 holding.
Flagship Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares Semiconductor ETF position peaked at $287K in Q4 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.