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Lifeworks Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Lifeworks 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 		– Sell
-2,368
Closed -$713K – 336
2025
Q4 		$713K Sell
2,368
-8
-0.3% -$2.36K 0.09% 172
2025
Q3 		$644K Buy
2,376
+76
+3% +$19K 0.09% 181
2025
Q2 		$549K Buy
+2,300
New +$461K 0.08% 179

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

Lifeworks Advisors's SOXX Position: Q1 2026 in Review

Lifeworks Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 2,368 shares — an estimated $713K sold.

Lifeworks Advisors first reported a position in SOXX in Q2 2025 and held it in 3 quarters. The position peaked at $713K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Lifeworks Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 2,368 iShares Semiconductor ETF shares in Q1 2026, an estimated $713K.
  • Lifeworks Advisors first reported a position in iShares Semiconductor ETF in Q2 2025 and held it in 3 quarters.
  • Lifeworks Advisors's iShares Semiconductor ETF position peaked at $713K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.