Northwestern Mutual Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Northwestern Mutual Wealth 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	$67.7M	Sell	206,136 -11,441	-5%	-$3.91M	0.04%	223
2025 Q4	$65.5M	Buy	217,577 +4,278	+2%	+$1.26M	0.04%	221
2025 Q3	$57.8M	Sell	213,299 -6,211	-3%	-$1.55M	0.04%	234
2025 Q2	$52.4M	Buy	219,510 +21,200	+11%	+$4.25M	0.04%	242
2025 Q1	$37.3M	Sell	198,310 -8,056	-4%	-$1.72M	0.03%	263
2024 Q4	$44.5M	Sell	206,366 -5,145	-2%	-$1.15M	0.04%	224
2024 Q3	$48.8M	Buy	211,511 +34,878	+20%	+$8.01M	0.04%	206
2024 Q2	$43.6M	Buy	176,633 +18,872	+12%	+$4.32M	0.04%	211
2024 Q1	$35.6M	Buy	157,761 +27,372	+21%	+$5.69M	0.04%	246
2023 Q4	$25.1M	Buy	130,389 +6,942	+6%	+$1.16M	0.03%	263
2023 Q3	$19.5M	Buy	123,447 +19,584	+19%	+$3.26M	0.03%	279
2023 Q2	$17.6M	Buy	103,863 +20,397	+24%	+$3.06M	0.02%	285
2023 Q1	$12.4M	Sell	83,466 -885	-1%	-$121K	0.02%	315
2022 Q4	$9.78M	Sell	84,351 -27,423	-25%	-$3.18M	0.01%	338
2022 Q3	$11.9M	Buy	111,774 +19,740	+21%	+$2.48M	0.02%	275
2022 Q2	$10.7M	Buy	92,034 +11,508	+14%	+$1.55M	0.02%	284
2022 Q1	$12.7M	Buy	80,526 +14,082	+21%	+$2.26M	0.02%	270
2021 Q4	$12M	Buy	66,444 +8,685	+15%	+$1.46M	0.02%	261
2021 Q3	$8.58M	Buy	57,759 +8,598	+17%	+$1.31M	0.02%	294
2021 Q2	$7.44M	Buy	49,161 +25,380	+107%	+$3.63M	0.01%	295
2021 Q1	$3.36M	Sell	23,781 -6,834	-22%	-$935K	0.01%	413
2020 Q4	$3.87M	Buy	30,615 +24,777	+424%	+$2.84M	0.01%	362
2020 Q3	$593K	Buy	5,838 +1,077	+23%	+$105K	﹤0.01%	717
2020 Q2	$430K	Buy	4,761 +2,184	+85%	+$177K	﹤0.01%	741
2020 Q1	$176K	Buy	2,577 +1,854	+256%	+$147K	﹤0.01%	925
2019 Q4	$61K	Sell	723 -9	-1%	-$692	﹤0.01%	1394
2019 Q3	$52K	Buy	732 +279	+62%	+$19.2K	﹤0.01%	1411
2019 Q2	$30K	Buy	453 +72	+19%	+$4.71K	﹤0.01%	1580
2019 Q1	$24K	Sell	381 -597	-61%	-$35.2K	﹤0.01%	1643
2018 Q4	$51K	Sell	978 -1,320	-57%	-$72.4K	﹤0.01%	1243
2018 Q3	$142K	Buy	2,298 +171	+8%	+$10.6K	﹤0.01%	927
2018 Q2	$126K	Buy	2,127 +447	+27%	+$27.1K	﹤0.01%	913
2018 Q1	$101K	Buy	1,680 +66	+4%	+$4.02K	﹤0.01%	954
2017 Q4	$91K	Sell	1,614 -105	-6%	-$5.97K	﹤0.01%	952
2017 Q3	$91K	Buy	1,719 +195	+13%	+$9.7K	﹤0.01%	914
2017 Q2	$71K	Buy	1,524 +618	+68%	+$29.1K	﹤0.01%	987
2017 Q1	$41K	Buy	+906	New	+$39.5K	﹤0.01%	1082
2016 Q2	–	Sell	-153	Closed	-$5K	–	2239
2016 Q1	$5K	Buy	153 +45	+42%	+$1.26K	﹤0.01%	1652
2015 Q4	$3K	Hold	108	–	–	﹤0.01%	1409
2015 Q3	$3K	Buy	+108	New	+$3.07K	﹤0.01%	1384
2013 Q4	–	Sell	-48	Closed	-$1K	–	1545
2013 Q3	$1K	Buy	+48	New	+$1.04K	﹤0.01%	1292

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

Northwestern Mutual Wealth Management's SOXX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 5.3% in Q1 2026, selling an estimated $3.91M and leaving 206,136 shares worth $67.7M. The position accounts for 0.04% of the portfolio, ranked #223.

Northwestern Mutual Wealth Management first reported a position in SOXX in Q3 2013 and has held it in 41 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Northwestern Mutual Wealth Management held 206,136 shares of iShares Semiconductor ETF worth $67.7M as of Q1 2026.
Northwestern Mutual Wealth Management sold 11,441 iShares Semiconductor ETF shares in Q1 2026, an estimated $3.91M.
iShares Semiconductor ETF made up 0.04% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #223 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2013 and has held it in 41 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.