Matrix Private Capital Group’s iShares Semiconductor ETF SOXX Stock Holding History

Matrix Private Capital Group’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	$178K	Buy	543 +13	+2%	+$4.44K	0.09%	93
2025 Q4	$160K	Hold	530	–	–	0.08%	98
2025 Q3	$144K	Hold	530	–	–	0.08%	98
2025 Q2	$127K	Hold	530	–	–	0.07%	99
2025 Q1	$99.7K	Hold	530	–	–	0.06%	109
2024 Q4	$114K	Hold	530	–	–	0.07%	117
2024 Q3	$122K	Hold	530	–	–	0.07%	117
2024 Q2	$131K	Hold	530	–	–	0.08%	115
2024 Q1	$120K	Buy	530 +110	+26%	+$22.9K	0.08%	111
2023 Q4	$80.7K	Hold	420	–	–	0.06%	115
2023 Q3	$66.5K	Hold	420	–	–	0.05%	130
2023 Q2	$71K	Buy	420 +75	+22%	+$11.2K	0.05%	133
2023 Q1	$51.1K	Buy	+345	New	+$47K	0.04%	157

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

Matrix Private Capital Group's SOXX Position: Q1 2026 in Review

Matrix Private Capital Group increased its iShares Semiconductor ETF (SOXX) stake by 2.5% in Q1 2026, buying an estimated $4.44K and bringing the position to 543 shares worth $178K. The position accounts for 0.09% of the portfolio, ranked #93.

Matrix Private Capital Group first reported a position in SOXX in Q1 2023 and has held it in 13 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Matrix Private Capital Group held 543 shares of iShares Semiconductor ETF worth $178K as of Q1 2026.
Matrix Private Capital Group bought 13 iShares Semiconductor ETF shares in Q1 2026, an estimated $4.44K.
iShares Semiconductor ETF made up 0.09% of Matrix Private Capital Group's portfolio in Q1 2026, its #93 holding.
Matrix Private Capital Group first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.