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Mount Yale Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Mount Yale 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 		$5.77M Buy
17,559
+14,940
+570% +$5.1M 0.13% 167
2025
Q4 		$789K Sell
2,619
-18,607
-88% -$5.49M 0.04% 363
2025
Q3 		$5.75M Sell
21,226
-2,394
-10% -$597K 0.4% 50
2025
Q2 		$5.64M Buy
23,620
+3,780
+19% +$758K 0.44% 37
2025
Q1 		$3.73M Buy
19,840
+834
+4% +$178K 0.32% 58
2024
Q4 		$4.1M Buy
19,006
+1,583
+9% +$353K 0.33% 58
2024
Q3 		$4.02M Sell
17,423
-1,546
-8% -$355K 0.39% 62
2024
Q2 		$4.68M Buy
18,969
+979
+5% +$224K 0.37% 55
2024
Q1 		$4.06M Sell
17,990
-1,132
-6% -$235K 0.31% 71
2023
Q4 		$3.67M Sell
19,122
-2,055
-10% -$345K 0.35% 71
2023
Q3 		$3.34M Sell
21,177
-465
-2% -$77.4K 0.36% 65
2023
Q2 		$3.66M Sell
21,642
-873
-4% -$131K 0.39% 58
2023
Q1 		$3.34M Buy
22,515
+1,551
+7% +$211K 0.37% 61
2022
Q4 		$2.43M Buy
20,964
+4,419
+27% +$513K 0.28% 91
2022
Q3 		$1.76M Buy
16,545
+810
+5% +$102K 0.23% 99
2022
Q2 		$1.83M Buy
15,735
+5,241
+50% +$707K 0.23% 101
2022
Q1 		$1.66M Buy
10,494
+2,952
+39% +$473K 0.18% 130
2021
Q4 		$1.36M Buy
+7,542
New +$1.26M 0.14% 155

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

Mount Yale Investment Advisors's SOXX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 570% in Q1 2026, buying an estimated $5.1M and bringing the position to 17,559 shares worth $5.77M. The position accounts for 0.13% of the portfolio, ranked #167.

Mount Yale Investment Advisors first reported a position in SOXX in Q4 2021 and has held it in 18 quarters since. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Mount Yale Investment Advisors held 17,559 shares of iShares Semiconductor ETF worth $5.77M as of Q1 2026.
  • Mount Yale Investment Advisors bought 14,940 iShares Semiconductor ETF shares in Q1 2026, an estimated $5.1M.
  • iShares Semiconductor ETF made up 0.13% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #167 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 18 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.