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Greenline Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Greenline Wealth 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 		– Sell
-54
Closed -$16.3K – 457
2025
Q4 		$16.3K Buy
+54
New +$15.9K 0.02% 292

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

Greenline Wealth Management's SOXX Position: Q1 2026 in Review

Greenline Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 54 shares — an estimated $16.3K sold.

Greenline Wealth Management first reported a position in SOXX in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 931 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Greenline Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 54 iShares Semiconductor ETF shares in Q1 2026, an estimated $16.3K.
  • Greenline Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's iShares Semiconductor ETF position peaked at $16.3K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.