IBEX Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

IBEX Wealth Advisors’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	$2.41M	Sell	7,340 -249	-3%	-$85K	0.22%	76
2025 Q4	$2.29M	Sell	7,589 -382	-5%	-$113K	0.22%	82
2025 Q3	$2.16M	Buy	7,971 +1,542	+24%	+$385K	0.21%	84
2025 Q2	$1.53M	Buy	+6,429	New	+$1.29M	0.16%	89
2025 Q1	–	Sell	-7,085	Closed	-$1.53M	–	197
2024 Q4	$1.53M	Buy	+7,085	New	+$1.58M	0.18%	97
2023 Q1	–	Sell	-2,193	Closed	-$254K	–	165
2022 Q4	$254K	Sell	2,193 -231	-10%	-$26.8K	0.06%	156
2022 Q3	$258K	Sell	2,424 -48	-2%	-$6.02K	0.07%	129
2022 Q2	$288K	Sell	2,472 -348	-12%	-$46.9K	0.07%	129
2022 Q1	$445K	Buy	2,820 +54	+2%	+$8.65K	0.09%	122
2021 Q4	$500K	Buy	2,766 +165	+6%	+$27.7K	0.09%	123
2021 Q3	$387K	Buy	+2,601	New	+$395K	0.07%	132
2017 Q1	–	Sell	-117	Closed	-$5K	–	339
2016 Q4	$5K	Buy	+117	New	+$4.52K	﹤0.01%	376

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

IBEX Wealth Advisors's SOXX Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 3.3% in Q1 2026, selling an estimated $85K and leaving 7,340 shares worth $2.41M. The position accounts for 0.22% of the portfolio, ranked #76.

IBEX Wealth Advisors first reported a position in SOXX in Q4 2016 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

IBEX Wealth Advisors held 7,340 shares of iShares Semiconductor ETF worth $2.41M as of Q1 2026.
IBEX Wealth Advisors sold 249 iShares Semiconductor ETF shares in Q1 2026, an estimated $85K.
iShares Semiconductor ETF made up 0.22% of IBEX Wealth Advisors's portfolio in Q1 2026, its #76 holding.
IBEX Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 12 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.