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IAG Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

IAG Wealth Partners’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 		$152K Buy
462
+25
+6% +$8.53K 0.02% 138
2025
Q4 		$132K Buy
437
+86
+25% +$25.4K 0.02% 139
2025
Q3 		$95.1K Buy
351
+9
+3% +$2.25K 0.01% 163
2025
Q2 		$81.7K Hold
342
– – 0.01% 164
2025
Q1 		$64.4K Buy
342
+133
+64% +$28.4K 0.01% 179
2024
Q4 		$45K Sell
209
-130
-38% -$29K 0.01% 200
2024
Q3 		$78.2K Buy
339
+130
+62% +$29.9K 0.01% 155
2024
Q2 		$51.5K Buy
+209
New +$47.8K 0.01% 175

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAG Wealth Partners's SOXX Position: Q1 2026 in Review

IAG Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 5.7% in Q1 2026, buying an estimated $8.53K and bringing the position to 462 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #138.

IAG Wealth Partners first reported a position in SOXX in Q2 2024 and has held it in 8 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • IAG Wealth Partners held 462 shares of iShares Semiconductor ETF worth $152K as of Q1 2026.
  • IAG Wealth Partners bought 25 iShares Semiconductor ETF shares in Q1 2026, an estimated $8.53K.
  • iShares Semiconductor ETF made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • IAG Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.