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Modern Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Modern Wealth Management’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 		$2.49M Sell
7,352
-145
-2% -$49.5K 0.04% 285
2025
Q4 		$2.26M Buy
+7,497
New +$2.21M 0.04% 280

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

Modern Wealth Management's SOXX Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 1.9% in Q1 2026, selling an estimated $49.5K and leaving 7,352 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #285.

Modern Wealth Management first reported a position in SOXX in Q4 2025 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Modern Wealth Management held 7,352 shares of iShares Semiconductor ETF worth $2.49M as of Q1 2026.
  • Modern Wealth Management sold 145 iShares Semiconductor ETF shares in Q1 2026, an estimated $49.5K.
  • iShares Semiconductor ETF made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #285 holding.
  • Modern Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.