Guardian Wealth Advisors (North Carolina)’s iShares Semiconductor ETF SOXX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$4.3K	Buy	+13	New	+$4.44K	﹤0.01%	574
2025 Q3	–	Sell	-13	Closed	-$3.12K	–	516
2025 Q2	$3.12K	Hold	13	–	–	﹤0.01%	520
2025 Q1	$2.46K	Buy	13 +10	+333%	+$2.13K	﹤0.01%	500
2024 Q4	$657	Hold	3	–	–	﹤0.01%	499
2024 Q3	$702	Hold	3	–	–	﹤0.01%	438
2024 Q2	$749	Hold	3	–	–	﹤0.01%	423
2024 Q1	$685	Hold	3	–	–	﹤0.01%	441
2023 Q4	$593	Hold	3	–	–	﹤0.01%	428
2023 Q3	$486	Hold	3	–	–	﹤0.01%	409
2023 Q2	$519	Hold	3	–	–	﹤0.01%	405
2023 Q1	$455	Hold	3	–	–	﹤0.01%	403
2022 Q4	$355	Hold	3	–	–	﹤0.01%	370
2022 Q3	$0	Hold	3	–	–	﹤0.01%	369
2022 Q2	$0	Hold	3	–	–	﹤0.01%	383
2022 Q1	$0	Sell	3 -12	-80%	-$1.92K	﹤0.01%	283
2021 Q4	$3K	Buy	+15	New	+$2.52K	﹤0.01%	226

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

Guardian Wealth Advisors (North Carolina)'s SOXX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 13 shares worth $4.3K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SOXX as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SOXX in Q4 2021 and has held it in 16 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 13 shares of iShares Semiconductor ETF worth $4.3K as of Q1 2026.
iShares Semiconductor ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares Semiconductor ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #574 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 16 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.