Phoenix Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Phoenix Financial’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	$1.17M	Buy	3,574 +11	+0.3%	+$3.75K	0.01%	216
2025 Q4	$1.07M	Buy	3,563 +27	+0.8%	+$7.96K	0.01%	226
2025 Q3	$959K	Sell	3,536 -136	-4%	-$33.9K	0.01%	233
2025 Q2	$876K	Buy	3,672 +33	+0.9%	+$6.61K	0.01%	250
2025 Q1	$685K	Sell	3,639 -88	-2%	-$18.8K	0.01%	241
2024 Q4	$803K	Sell	3,727 -98	-3%	-$21.9K	0.01%	236
2024 Q3	$882K	Sell	3,825 -89	-2%	-$20.4K	0.01%	223
2024 Q2	$965K	Buy	3,914 +611	+18%	+$140K	0.01%	217
2024 Q1	$746K	Buy	+3,303	New	+$687K	0.01%	243
2023 Q1	–	Sell	-1,776	Closed	-$206K	–	335
2022 Q4	$206K	Buy	+1,776	New	+$206K	﹤0.01%	258
2022 Q3	–	Sell	-39,249	Closed	-$5.55M	–	366
2022 Q2	$5.55M	Buy	39,249 +36,318	+1,239%	+$4.9M	0.11%	107
2022 Q1	$462K	Buy	2,931 +447	+18%	+$71.6K	0.01%	298
2021 Q4	$449K	Buy	+2,484	New	+$417K	0.01%	296

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 $445B AUM 25.58% 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

Phoenix Financial's SOXX Position: Q1 2026 in Review

Phoenix Financial increased its iShares Semiconductor ETF (SOXX) stake by 0.31% in Q1 2026, buying an estimated $3.75K and bringing the position to 3,574 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #216.

Phoenix Financial first reported a position in SOXX in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.55M in Q2 2022. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Phoenix Financial held 3,574 shares of iShares Semiconductor ETF worth $1.17M as of Q1 2026.
Phoenix Financial bought 11 iShares Semiconductor ETF shares in Q1 2026, an estimated $3.75K.
iShares Semiconductor ETF made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #216 holding.
Phoenix Financial first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 13 quarters since.
Phoenix Financial's iShares Semiconductor ETF position peaked at $5.55M in Q2 2022.
928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.