Forvis Mazars Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Forvis Mazars 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	$260K	Buy	790 +7	+0.9%	+$2.39K	﹤0.01%	373
2025 Q4	$236K	Hold	783	–	–	﹤0.01%	382
2025 Q3	$212K	Buy	+783	New	+$195K	﹤0.01%	390

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

Forvis Mazars Wealth Advisors's SOXX Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.89% in Q1 2026, buying an estimated $2.39K and bringing the position to 790 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Forvis Mazars Wealth Advisors first reported a position in SOXX in Q3 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Forvis Mazars Wealth Advisors held 790 shares of iShares Semiconductor ETF worth $260K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 7 iShares Semiconductor ETF shares in Q1 2026, an estimated $2.39K.
iShares Semiconductor ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #373 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.