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

Icon 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	$372K	Sell	827 -9	-1%	-$3.07K	0.02%	291
2025 Q4	$252K	Sell	836 -240	-22%	-$70.8K	0.02%	348
2025 Q3	$292K	Buy	1,076 +1	+0.1%	+$249	0.02%	317
2025 Q2	$256K	Sell	1,075 -238	-18%	-$47.7K	0.02%	330
2025 Q1	$247K	Buy	1,313 +32	+2%	+$6.83K	0.02%	312
2024 Q4	$276K	Hold	1,281	–	–	0.02%	315
2024 Q3	$295K	Hold	1,281	–	–	0.02%	299
2024 Q2	$302K	Buy	1,281 +75	+6%	+$17.2K	0.03%	283
2024 Q1	$272K	Hold	1,206	–	–	0.03%	298
2023 Q4	$232K	Buy	+1,206	New	+$202K	0.02%	306
2022 Q4	–	Sell	-1,200	Closed	-$127K	–	400
2022 Q3	$127K	Buy	+1,200	New	+$150K	0.02%	363

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

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

Icon Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 1.1% in Q1 2026, selling an estimated $3.07K and leaving 827 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #291.

Icon Wealth Advisors first reported a position in SOXX in Q3 2022 and has held it in 11 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Icon Wealth Advisors held 827 shares of iShares Semiconductor ETF worth $372K as of Q1 2026.
Icon Wealth Advisors sold 9 iShares Semiconductor ETF shares in Q1 2026, an estimated $3.07K.
iShares Semiconductor ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #291 holding.
Icon Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 11 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.