Heritage Family Offices’s iShares Semiconductor ETF SOXX Stock Holding History

Heritage Family Offices’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	$238K	Sell	723 -88	-11%	-$30K	0.11%	171
2025 Q4	$244K	Hold	811	–	–	0.11%	164
2025 Q3	$220K	Buy	+811	New	+$202K	0.1%	178
2024 Q4	–	Sell	-892	Closed	-$206K	–	192
2024 Q3	$206K	Sell	892 -110	-11%	-$25.3K	0.11%	173
2024 Q2	$247K	Buy	+1,002	New	+$229K	0.14%	141

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

Heritage Family Offices's SOXX Position: Q1 2026 in Review

Heritage Family Offices reduced its iShares Semiconductor ETF (SOXX) stake by 11% in Q1 2026, selling an estimated $30K and leaving 723 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #171.

Heritage Family Offices first reported a position in SOXX in Q2 2024 and has held it in 5 quarters since. The position peaked at $247K in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Heritage Family Offices held 723 shares of iShares Semiconductor ETF worth $238K as of Q1 2026.
Heritage Family Offices sold 88 iShares Semiconductor ETF shares in Q1 2026, an estimated $30K.
iShares Semiconductor ETF made up 0.11% of Heritage Family Offices's portfolio in Q1 2026, its #171 holding.
Heritage Family Offices first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
Heritage Family Offices's iShares Semiconductor ETF position peaked at $247K in Q2 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.