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IHT Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

IHT Wealth Management’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 		$1.14M Sell
3,455
-526
-13% -$180K 0.03% 529
2025
Q4 		$1.2M Buy
3,981
+546
+16% +$161K 0.03% 490
2025
Q3 		$931K Buy
3,435
+159
+5% +$39.7K 0.02% 550
2025
Q2 		$782K Sell
3,276
-170
-5% -$34.1K 0.02% 568
2025
Q1 		$648K Sell
3,446
-1,680
-33% -$359K 0.02% 593
2024
Q4 		$1.1M Sell
5,126
-2,198
-30% -$490K 0.04% 427
2024
Q3 		$1.67M Buy
7,324
+2,944
+67% +$676K 0.05% 365
2024
Q2 		$1.08M Sell
4,380
-8
-0.2% -$1.83K 0.04% 414
2024
Q1 		$991K Buy
4,388
+530
+14% +$110K 0.04% 425
2023
Q4 		$741K Sell
3,858
-132
-3% -$22.1K 0.03% 475
2023
Q3 		$630K Buy
3,990
+1,059
+36% +$176K 0.03% 476
2023
Q2 		$495K Buy
2,931
+459
+19% +$68.8K 0.03% 539
2023
Q1 		$366K Sell
2,472
-222
-8% -$30.3K 0.02% 623
2022
Q4 		$312K Sell
2,694
-438
-14% -$50.8K 0.02% 647
2022
Q3 		$333K Buy
3,132
+612
+24% +$76.7K 0.03% 588
2022
Q2 		$294K Sell
2,520
-606
-19% -$81.7K 0.03% 537
2022
Q1 		$493K Sell
3,126
-120
-4% -$19.2K 0.04% 413
2021
Q4 		$587K Sell
3,246
-654
-17% -$110K 0.04% 392
2021
Q3 		$580K Buy
3,900
+81
+2% +$12.3K 0.05% 379
2021
Q2 		$578K Buy
3,819
+987
+35% +$141K 0.04% 489
2021
Q1 		$400K Buy
2,832
+96
+4% +$13.1K 0.03% 532
2020
Q4 		$346K Hold
2,736
– – 0.03% 515
2020
Q3 		$278K Buy
+2,736
New +$267K 0.03% 501
2018
Q2 		– Sell
-75
Closed -$4K – 1207
2018
Q1 		$4K Buy
+75
New +$4.57K ﹤0.01% 1397

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

IHT Wealth Management's SOXX Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 13% in Q1 2026, selling an estimated $180K and leaving 3,455 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #529.

IHT Wealth Management first reported a position in SOXX in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.67M in Q3 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • IHT Wealth Management held 3,455 shares of iShares Semiconductor ETF worth $1.14M as of Q1 2026.
  • IHT Wealth Management sold 526 iShares Semiconductor ETF shares in Q1 2026, an estimated $180K.
  • iShares Semiconductor ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #529 holding.
  • IHT Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 24 quarters since.
  • IHT Wealth Management's iShares Semiconductor ETF position peaked at $1.67M in Q3 2024.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.