Moors & Cabot’s iShares Semiconductor ETF SOXX Stock Holding History

Moors & Cabot’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	$204K	Buy	+621	New	+$212K	0.01%	856
2025 Q3	–	Sell	-1,011	Closed	-$241K	–	946
2025 Q2	$241K	Sell	1,011 -192	-16%	-$38.5K	0.01%	730
2025 Q1	$226K	Sell	1,203 -30	-2%	-$6.41K	0.01%	739
2024 Q4	$266K	Sell	1,233 -133	-10%	-$29.7K	0.01%	699
2024 Q3	$315K	Buy	+1,366	New	+$314K	0.02%	643

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 $445B AUM 25.58% 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

Moors & Cabot's SOXX Position: Q1 2026 in Review

Moors & Cabot opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 621 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in SOXX as recently as Q2 2025.

Moors & Cabot first reported a position in SOXX in Q3 2024 and has held it in 5 quarters since. The position peaked at $315K in Q3 2024. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Moors & Cabot held 621 shares of iShares Semiconductor ETF worth $204K as of Q1 2026.
iShares Semiconductor ETF was a new Moors & Cabot position in Q1 2026.
iShares Semiconductor ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #856 holding.
Moors & Cabot first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 5 quarters since.
Moors & Cabot's iShares Semiconductor ETF position peaked at $315K in Q3 2024.
928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.