Moneta Group Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Moneta Group Investment 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	$1.02M	Buy	3,119 +87	+3%	+$29.7K	0.01%	357
2025 Q4	$913K	Buy	3,032 +91	+3%	+$26.8K	0.01%	377
2025 Q3	$797K	Sell	2,941 -41	-1%	-$10.2K	0.01%	398
2025 Q2	$712K	Buy	2,982 +70	+2%	+$14K	0.01%	363
2025 Q1	$548K	Sell	2,912 -33	-1%	-$7.05K	0.01%	398
2024 Q4	$635K	Sell	2,945 -283	-9%	-$63.1K	0.01%	355
2024 Q3	$744K	Buy	3,228 +94	+3%	+$21.6K	0.01%	323
2024 Q2	$773K	Buy	3,134 +331	+12%	+$75.8K	0.01%	305
2024 Q1	$633K	Sell	2,803 -449	-14%	-$93.3K	0.01%	331
2023 Q4	$624K	Buy	+3,252	New	+$546K	0.01%	300
2018 Q2	–	Sell	-375	Closed	-$23K	–	607
2018 Q1	$23K	Buy	+375	New	+$22.8K	﹤0.01%	386

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

Moneta Group Investment Advisors's SOXX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 2.9% in Q1 2026, buying an estimated $29.7K and bringing the position to 3,119 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #357.

Moneta Group Investment Advisors first reported a position in SOXX in Q1 2018 and has held it in 11 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Moneta Group Investment Advisors held 3,119 shares of iShares Semiconductor ETF worth $1.02M as of Q1 2026.
Moneta Group Investment Advisors bought 87 iShares Semiconductor ETF shares in Q1 2026, an estimated $29.7K.
iShares Semiconductor ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #357 holding.
Moneta Group Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 11 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.