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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$287K Buy
874
+38
+5% +$13K 0.04% 154
2025
Q4
$252K Buy
836
+2
+0.2% +$590 0.04% 163
2025
Q3
$226K Sell
834
-3
-0.4% -$748 0.03% 176
2025
Q2
$200K Sell
837
-177
-17% -$35.5K 0.03% 185
2025
Q1
$191K Sell
1,014
-64
-6% -$13.7K 0.03% 188
2024
Q4
$232K Buy
1,078
+59
+6% +$13.2K 0.04% 161
2024
Q3
$232K Buy
1,019
+158
+18% +$36.3K 0.04% 167
2024
Q2
$225K Buy
+861
New +$197K 0.04% 163

Other funds holding SOXX

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

Physician Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 4.5% in Q1 2026, buying an estimated $13K and bringing the position to 874 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #154.

Physician Wealth Advisors first reported a position in SOXX in Q2 2024 and has held it in 8 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Physician Wealth Advisors held 874 shares of iShares Semiconductor ETF worth $287K as of Q1 2026.
  • Physician Wealth Advisors bought 38 iShares Semiconductor ETF shares in Q1 2026, an estimated $13K.
  • iShares Semiconductor ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • Physician Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.