Outlook Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Outlook 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	$272K	Sell	828 -237	-22%	-$80.9K	0.07%	267
2025 Q4	$321K	Sell	1,065 -87	-8%	-$25.7K	0.07%	232
2025 Q3	$312K	Hold	1,152	–	–	0.08%	221
2025 Q2	$275K	Hold	1,152	–	–	0.07%	232
2025 Q1	$217K	Buy	1,152 +222	+24%	+$47.4K	0.06%	254
2024 Q4	$200K	Sell	930 -220	-19%	-$49.1K	0.06%	247
2024 Q3	$265K	Hold	1,150	–	–	0.08%	230
2024 Q2	$4.53M	Buy	1,150 +25	+2%	+$5.72K	1.41%	14
2024 Q1	$254K	Buy	+1,125	New	+$234K	0.08%	232

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

Outlook Wealth Advisors's SOXX Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 22% in Q1 2026, selling an estimated $80.9K and leaving 828 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #267.

Outlook Wealth Advisors first reported a position in SOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.53M in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Outlook Wealth Advisors held 828 shares of iShares Semiconductor ETF worth $272K as of Q1 2026.
Outlook Wealth Advisors sold 237 iShares Semiconductor ETF shares in Q1 2026, an estimated $80.9K.
iShares Semiconductor ETF made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #267 holding.
Outlook Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
Outlook Wealth Advisors's iShares Semiconductor ETF position peaked at $4.53M in Q2 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.