JT Stratford LLC’s iShares Semiconductor ETF SOXX Stock Holding History

JT Stratford LLC’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	$480K	Buy	1,460 +38	+3%	+$13K	0.06%	217
2025 Q4	$428K	Buy	1,422 +221	+18%	+$65.2K	0.06%	233
2025 Q3	$326K	Buy	1,201 +284	+31%	+$70.8K	0.04%	250
2025 Q2	$219K	Buy	+917	New	+$184K	0.03%	278
2022 Q3	–	Sell	-3,627	Closed	-$423K	–	217
2022 Q2	$423K	Sell	3,627 -591	-14%	-$79.7K	0.13%	137
2022 Q1	$665K	Sell	4,218 -837	-17%	-$134K	0.19%	95
2021 Q4	$914K	Buy	5,055 +207	+4%	+$34.7K	0.25%	91
2021 Q3	$721K	Buy	4,848 +1,149	+31%	+$175K	0.22%	99
2021 Q2	$560K	Buy	+3,699	New	+$529K	0.18%	112

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

JT Stratford LLC's SOXX Position: Q1 2026 in Review

JT Stratford LLC increased its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q1 2026, buying an estimated $13K and bringing the position to 1,460 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #217.

JT Stratford LLC first reported a position in SOXX in Q2 2021 and has held it in 9 quarters since. The position peaked at $914K in Q4 2021. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

JT Stratford LLC held 1,460 shares of iShares Semiconductor ETF worth $480K as of Q1 2026.
JT Stratford LLC bought 38 iShares Semiconductor ETF shares in Q1 2026, an estimated $13K.
iShares Semiconductor ETF made up 0.06% of JT Stratford LLC's portfolio in Q1 2026, its #217 holding.
JT Stratford LLC first reported a position in iShares Semiconductor ETF in Q2 2021 and has held it in 9 quarters since.
JT Stratford LLC's iShares Semiconductor ETF position peaked at $914K in Q4 2021.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.