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Garton & Associates Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Garton & Associates Financial 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 		– Sell
-35
Closed -$10.7K – 614
2025
Q4 		$10.7K Buy
+35
New +$10.3K 0.01% 811

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Garton & Associates Financial Advisors's SOXX Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 35 shares — an estimated $10.7K sold.

Garton & Associates Financial Advisors first reported a position in SOXX in Q4 2025 and held it in 1 quarter. The position peaked at $10.7K in Q4 2025. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 35 iShares Semiconductor ETF shares in Q1 2026, an estimated $10.7K.
  • Garton & Associates Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Semiconductor ETF position peaked at $10.7K in Q4 2025.
  • 928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.