Hazlett, Burt & Watson’s iShares Semiconductor ETF SOXX Stock Holding History

Hazlett, Burt & Watson’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	$378K	Hold	1,150	–	–	0.12%	172
2025 Q4	$347K	Hold	1,150	–	–	0.11%	175
2025 Q3	$311K	Hold	1,150	–	–	0.11%	171
2025 Q2	$274K	Buy	1,150 +5	+0.4%	+$1K	0.11%	168
2025 Q1	$216K	Hold	1,145	–	–	0.1%	184
2024 Q4	$247K	Hold	1,145	–	–	0.11%	172
2024 Q3	$264K	Hold	1,145	–	–	0.12%	167
2024 Q2	$282K	Hold	1,145	–	–	0.15%	146
2024 Q1	$259K	Sell	1,145 -1	-0.1%	-$208	0.16%	142
2023 Q4	$219K	Hold	1,146	–	–	0.15%	142
2023 Q3	$181K	Hold	1,146	–	–	0.13%	151
2023 Q2	$194K	Hold	1,146	–	–	0.14%	142
2023 Q1	$170K	Hold	1,146	–	–	0.14%	138
2022 Q4	$133K	Hold	1,146	–	–	0.12%	156
2022 Q3	$122K	Hold	1,146	–	–	0.12%	163
2022 Q2	$133K	Hold	1,146	–	–	0.12%	168
2022 Q1	$181K	Buy	+1,146	New	+$184K	0.14%	149

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

Hazlett, Burt & Watson's SOXX Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 1,150 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #172.

Hazlett, Burt & Watson first reported a position in SOXX in Q1 2022 and has held it in 17 quarters since. 925 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Hazlett, Burt & Watson held 1,150 shares of iShares Semiconductor ETF worth $378K as of Q1 2026.
Hazlett, Burt & Watson left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.12% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #172 holding.
Hazlett, Burt & Watson first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 17 quarters since.
925 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.