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Money Concepts Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Money Concepts Capital’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 		$4.44M Sell
13,518
-258
-2% -$88.1K 0.25% 92
2025
Q4 		$4.15M Sell
13,776
-144
-1% -$42.5K 0.23% 93
2025
Q3 		$3.77M Buy
13,920
+1,064
+8% +$265K 0.23% 92
2025
Q2 		$3.07M Buy
12,856
+1,766
+16% +$354K 0.21% 102
2025
Q1 		$2.09M Buy
11,090
+58
+0.5% +$12.4K 0.16% 140
2024
Q4 		$2.38M Buy
11,032
+1,063
+11% +$237K 0.18% 131
2024
Q3 		$2.3M Sell
9,969
-40
-0.4% -$9.19K 0.17% 128
2024
Q2 		$2.47M Sell
10,009
-728
-7% -$167K 0.21% 121
2024
Q1 		$2.43M Buy
10,737
+2,592
+32% +$539K 0.22% 123
2023
Q4 		$1.57M Buy
8,145
+618
+8% +$104K 0.15% 163
2023
Q3 		$1.2M Sell
7,527
-2,004
-21% -$334K 0.13% 181
2023
Q2 		$1.62M Sell
9,531
-432,171
-98% -$64.8M 0.16% 146
2023
Q1 		$3.01M Buy
441,702
+424,767
+2,508% +$57.9M 0.17% 116
2022
Q4 		$1.96M Buy
16,935
+4,443
+36% +$516K 0.09% 194
2022
Q3 		$1.33M Sell
12,492
-1,305
-9% -$164K 0.08% 202
2022
Q2 		$1.55M Sell
13,797
-4,728
-26% -$638K 0.14% 158
2022
Q1 		$2.92M Buy
18,525
+5,361
+41% +$859K 0.16% 140
2021
Q4 		$2.38M Buy
+13,164
New +$2.21M 0.2% 116
2021
Q1 		$415K Buy
2,940
+861
+41% +$118K 0.03% 350
2020
Q4 		$263K Buy
+2,079
New +$239K 0.02% 376

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

Money Concepts Capital's SOXX Position: Q1 2026 in Review

Money Concepts Capital reduced its iShares Semiconductor ETF (SOXX) stake by 1.9% in Q1 2026, selling an estimated $88.1K and leaving 13,518 shares worth $4.44M. The position accounts for 0.25% of the portfolio, ranked #92.

Money Concepts Capital first reported a position in SOXX in Q4 2020 and has held it in 20 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Money Concepts Capital held 13,518 shares of iShares Semiconductor ETF worth $4.44M as of Q1 2026.
  • Money Concepts Capital sold 258 iShares Semiconductor ETF shares in Q1 2026, an estimated $88.1K.
  • iShares Semiconductor ETF made up 0.25% of Money Concepts Capital's portfolio in Q1 2026, its #92 holding.
  • Money Concepts Capital first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 20 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.