New England Private Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

New England Private Wealth 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	$727K	Buy	2,212 +1	+0%	+$341	0.08%	116
2025 Q4	$666K	Buy	2,211 +3	+0.1%	+$885	0.08%	113
2025 Q3	$599K	Buy	2,208 +5	+0.2%	+$1.25K	0.08%	117
2025 Q2	$546K	Buy	2,203 +4	+0.2%	+$802	0.08%	107
2025 Q1	$414K	Buy	2,199 +3	+0.1%	+$641	0.06%	103
2024 Q4	$473K	Sell	2,196 -12	-0.5%	-$2.68K	0.08%	102
2024 Q3	$509K	Buy	2,208 +21	+1%	+$4.82K	0.08%	94
2024 Q2	$539K	Buy	2,187 +3	+0.1%	+$687	0.09%	91
2024 Q1	$493K	Buy	+2,184	New	+$454K	0.09%	93

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

New England Private Wealth Advisors's SOXX Position: Q1 2026 in Review

New England Private Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.05% in Q1 2026, buying an estimated $341 and bringing the position to 2,212 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #116.

New England Private Wealth Advisors first reported a position in SOXX in Q1 2024 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

New England Private Wealth Advisors held 2,212 shares of iShares Semiconductor ETF worth $727K as of Q1 2026.
New England Private Wealth Advisors bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 0.08% of New England Private Wealth Advisors's portfolio in Q1 2026, its #116 holding.
New England Private Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.