Mutual Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Mutual 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	$3.04M	Buy	9,257 +2,651	+40%	+$905K	0.07%	279
2025 Q4	$1.99M	Sell	6,606 -2,107	-24%	-$621K	0.04%	366
2025 Q3	$2.54M	Buy	8,713 +22	+0.3%	+$5.49K	0.06%	302
2025 Q2	$2.1M	Buy	8,691 +33	+0.4%	+$6.61K	0.05%	306
2025 Q1	$1.6M	Buy	8,658 +5,194	+150%	+$1.11M	0.05%	337
2024 Q4	$774K	Buy	3,464 +1,283	+59%	+$286K	0.02%	561
2024 Q3	$496K	Sell	2,181 -996	-31%	-$229K	0.01%	709
2024 Q2	$727K	Sell	3,177 -379	-11%	-$86.7K	0.02%	583
2024 Q1	$803K	Sell	3,556 -3,977	-53%	-$827K	0.03%	549
2023 Q4	$1.45M	Buy	7,533 +5,910	+364%	+$992K	0.05%	349
2023 Q3	$256K	Sell	1,623 -8,937	-85%	-$1.49M	0.01%	834
2023 Q2	$1.79M	Buy	10,560 +9,123	+635%	+$1.37M	0.07%	278
2023 Q1	$213K	Buy	+1,437	New	+$196K	0.01%	906
2022 Q2	–	Sell	-2,022	Closed	-$319K	–	917
2022 Q1	$319K	Sell	2,022 -1,062	-34%	-$170K	0.02%	700
2021 Q4	$558K	Buy	3,084 +1,056	+52%	+$177K	0.03%	545
2021 Q3	$301K	Buy	2,028 +519	+34%	+$78.9K	0.02%	710
2021 Q2	$228K	Buy	1,509 +6	+0.4%	+$859	0.01%	757
2021 Q1	$212K	Sell	1,503 -126	-8%	-$17.2K	0.01%	720
2020 Q4	$206K	Buy	+1,629	New	+$187K	0.02%	693

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

Mutual Advisors's SOXX Position: Q1 2026 in Review

Mutual Advisors increased its iShares Semiconductor ETF (SOXX) stake by 40% in Q1 2026, buying an estimated $905K and bringing the position to 9,257 shares worth $3.04M. The position accounts for 0.07% of the portfolio, ranked #279.

Mutual Advisors first reported a position in SOXX in Q4 2020 and has held it in 19 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Mutual Advisors held 9,257 shares of iShares Semiconductor ETF worth $3.04M as of Q1 2026.
Mutual Advisors bought 2,651 iShares Semiconductor ETF shares in Q1 2026, an estimated $905K.
iShares Semiconductor ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #279 holding.
Mutual Advisors first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 19 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.