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Milestone Asset Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

Milestone Asset Management 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 		$382K Buy
1,163
+279
+32% +$95.2K 0.22% 88
2025
Q4 		$266K Buy
884
+111
+14% +$32.7K 0.15% 105
2025
Q3 		$210K Buy
+773
New +$193K 0.13% 114
2025
Q1 		– Sell
-950
Closed -$205K – 97
2024
Q4 		$205K Buy
+950
New +$212K 0.18% 90

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

Milestone Asset Management Group's SOXX Position: Q1 2026 in Review

Milestone Asset Management Group increased its iShares Semiconductor ETF (SOXX) stake by 32% in Q1 2026, buying an estimated $95.2K and bringing the position to 1,163 shares worth $382K. The position accounts for 0.22% of the portfolio, ranked #88.

Milestone Asset Management Group first reported a position in SOXX in Q4 2024 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Milestone Asset Management Group held 1,163 shares of iShares Semiconductor ETF worth $382K as of Q1 2026.
  • Milestone Asset Management Group bought 279 iShares Semiconductor ETF shares in Q1 2026, an estimated $95.2K.
  • iShares Semiconductor ETF made up 0.22% of Milestone Asset Management Group's portfolio in Q1 2026, its #88 holding.
  • Milestone Asset Management Group first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.