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

Insight 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	$2.57M	Buy	7,828 +110	+1%	+$37.5K	0.36%	24
2025 Q4	$2.32M	Sell	7,718 -290	-4%	-$85.5K	0.32%	29
2025 Q3	$2.17M	Buy	8,008 +42	+0.5%	+$10.5K	0.66%	29
2025 Q2	$1.9M	Buy	7,966 +296	+4%	+$59.3K	0.74%	27
2025 Q1	$1.44M	Buy	7,670 +288	+4%	+$61.5K	0.24%	34
2024 Q4	$1.59M	Buy	7,382 +29	+0.4%	+$6.47K	0.22%	32
2024 Q3	$1.7M	Buy	7,353 +352	+5%	+$80.9K	0.33%	31
2024 Q2	$1.73M	Buy	7,001 +1,064	+18%	+$244K	0.3%	28
2024 Q1	$1.34M	Buy	5,937 +978	+20%	+$203K	0.23%	30
2023 Q4	$952K	Buy	4,959 +2,316	+88%	+$389K	0.17%	35
2023 Q3	$417K	Buy	2,643 +1,110	+72%	+$185K	0.08%	53
2023 Q2	$259K	Buy	+1,533	New	+$230K	0.06%	64

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

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

Insight Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 1.4% in Q1 2026, buying an estimated $37.5K and bringing the position to 7,828 shares worth $2.57M. The position accounts for 0.36% of the portfolio, ranked #24.

Insight Wealth Partners first reported a position in SOXX in Q2 2023 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Insight Wealth Partners held 7,828 shares of iShares Semiconductor ETF worth $2.57M as of Q1 2026.
Insight Wealth Partners bought 110 iShares Semiconductor ETF shares in Q1 2026, an estimated $37.5K.
iShares Semiconductor ETF made up 0.36% of Insight Wealth Partners's portfolio in Q1 2026, its #24 holding.
Insight Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2023 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 Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.