Mullooly Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Mullooly Asset Management’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	$493K	Sell	1,501 -42	-3%	-$14.3K	0.18%	33
2025 Q4	$465K	Sell	1,543 -31	-2%	-$9.14K	0.17%	34
2025 Q3	$427K	Buy	1,574 +4	+0.3%	+$998	0.16%	35
2025 Q2	$375K	Buy	1,570 +2	+0.1%	+$401	0.16%	36
2025 Q1	$295K	Buy	+1,568	New	+$335K	0.13%	38

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

Mullooly Asset Management's SOXX Position: Q1 2026 in Review

Mullooly Asset Management reduced its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q1 2026, selling an estimated $14.3K and leaving 1,501 shares worth $493K. The position accounts for 0.18% of the portfolio, ranked #33.

Mullooly Asset Management first reported a position in SOXX in Q1 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Mullooly Asset Management held 1,501 shares of iShares Semiconductor ETF worth $493K as of Q1 2026.
Mullooly Asset Management sold 42 iShares Semiconductor ETF shares in Q1 2026, an estimated $14.3K.
iShares Semiconductor ETF made up 0.18% of Mullooly Asset Management's portfolio in Q1 2026, its #33 holding.
Mullooly Asset Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.