Monetary Management Group’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.69M | Hold |
5,135
| – | – | 0.4% | 60 |
|
|
2025
Q4 | $1.55M | Hold |
5,135
| – | – | 0.36% | 61 |
|
|
2025
Q3 | $1.39M | Buy |
5,135
+100
| +2% | +$24.9K | 0.32% | 65 |
|
|
2025
Q2 | $1.2M | Hold |
5,035
| – | – | 0.3% | 73 |
|
|
2025
Q1 | $947K | Buy |
5,035
+795
| +19% | +$170K | 0.26% | 88 |
|
|
2024
Q4 | $914K | Buy |
4,240
+100
| +2% | +$22.3K | 0.24% | 87 |
|
|
2024
Q3 | $955K | Sell |
4,140
-300
| -7% | -$68.9K | 0.25% | 88 |
|
|
2024
Q2 | $1.1M | Sell |
4,440
-450
| -9% | -$103K | 0.29% | 77 |
|
|
2024
Q1 | $1.1M | Buy |
4,890
+300
| +7% | +$62.4K | 0.31% | 81 |
|
|
2023
Q4 | $881K | Buy |
4,590
+675
| +17% | +$113K | 0.27% | 89 |
|
|
2023
Q3 | $618K | Hold |
3,915
| – | – | 0.21% | 110 |
|
|
2023
Q2 | $662K | Hold |
3,915
| – | – | 0.2% | 106 |
|
|
2023
Q1 | $580K | Buy |
3,915
+1,005
| +35% | +$137K | 0.17% | 124 |
|
|
2022
Q4 | $338K | Hold |
2,910
| – | – | 0.11% | 155 |
|
|
2022
Q3 | $309K | Buy |
2,910
+75
| +3% | +$9.4K | 0.1% | 153 |
|
|
2022
Q2 | $330K | Buy |
2,835
+525
| +23% | +$70.8K | 0.1% | 150 |
|
|
2022
Q1 | $364K | Sell |
2,310
-300
| -11% | -$48K | 0.1% | 151 |
|
|
2021
Q4 | $472K | Buy |
2,610
+360
| +16% | +$60.4K | 0.12% | 132 |
|
|
2021
Q3 | $334K | Hold |
2,250
| – | – | 0.09% | 157 |
|
|
2021
Q2 | $341K | Hold |
2,250
| – | – | 0.1% | 148 |
|
|
2021
Q1 | $318K | Hold |
2,250
| – | – | 0.1% | 148 |
|
|
2020
Q4 | $284K | Hold |
2,250
| – | – | 0.09% | 147 |
|
|
2020
Q3 | $228K | Buy |
2,250
+600
| +36% | +$58.6K | 0.08% | 144 |
|
|
2020
Q2 | $149K | Hold |
1,650
| – | – | 0.06% | 163 |
|
|
2020
Q1 | $113K | Hold |
1,650
| – | – | 0.05% | 160 |
|
|
2019
Q4 | $138K | Hold |
1,650
| – | – | 0.05% | 179 |
|
|
2019
Q3 | $116K | Hold |
1,650
| – | – | 0.04% | 191 |
|
|
2019
Q2 | $109K | Hold |
1,650
| – | – | 0.04% | 193 |
|
|
2019
Q1 | $104K | Buy |
1,650
+300
| +22% | +$17.7K | 0.04% | 197 |
|
|
2018
Q4 | $71K | Hold |
1,350
| – | – | 0.03% | 206 |
|
|
2018
Q3 | $83K | Hold |
1,350
| – | – | 0.03% | 209 |
|
|
2018
Q2 | $80K | Hold |
1,350
| – | – | 0.03% | 215 |
|
|
2018
Q1 | $81K | Sell |
1,350
-600
| -31% | -$36.6K | 0.03% | 208 |
|
|
2017
Q4 | $110K | Hold |
1,950
| – | – | 0.04% | 192 |
|
|
2017
Q3 | $103K | Buy |
1,950
+600
| +44% | +$29.8K | 0.04% | 188 |
|
|
2017
Q2 | $63K | Buy |
+1,350
| New | +$63.6K | 0.03% | 215 |
|
Other funds holding SOXX
Monetary Management Group's SOXX Position: Q1 2026 in Review
Monetary Management Group held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 5,135 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #60.
Monetary Management Group first reported a position in SOXX in Q2 2017 and has held it in 36 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.
- Monetary Management Group held 5,135 shares of iShares Semiconductor ETF worth $1.69M as of Q1 2026.
- Monetary Management Group left its iShares Semiconductor ETF share count unchanged in Q1 2026.
- iShares Semiconductor ETF made up 0.4% of Monetary Management Group's portfolio in Q1 2026, its #60 holding.
- Monetary Management Group first reported a position in iShares Semiconductor ETF in Q2 2017 and has held it in 36 quarters since.
- 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.
Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.