Novak & Powell Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Novak & Powell Financial Services’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	$345K	Hold	1,050	–	–	0.19%	110
2025 Q4	$316K	Hold	1,050	–	–	0.16%	114
2025 Q3	$285K	Hold	1,050	–	–	0.15%	128
2025 Q2	$251K	Sell	1,050 -300	-22%	-$60.1K	0.17%	121
2025 Q1	$254K	Hold	1,350	–	–	0.16%	126
2024 Q4	$291K	Hold	1,350	–	–	0.17%	109
2024 Q3	$311K	Hold	1,350	–	–	0.18%	106
2024 Q2	$333K	Hold	1,350	–	–	0.21%	98
2024 Q1	$305K	Hold	1,350	–	–	0.23%	98
2023 Q4	$259K	Buy	+1,350	New	+$227K	0.17%	112

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

Novak & Powell Financial Services's SOXX Position: Q1 2026 in Review

Novak & Powell Financial Services held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 1,050 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #110.

Novak & Powell Financial Services first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Novak & Powell Financial Services held 1,050 shares of iShares Semiconductor ETF worth $345K as of Q1 2026.
Novak & Powell Financial Services left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #110 holding.
Novak & Powell Financial Services first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.