Pine Harbor Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Pine Harbor 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	$533K	Buy	1,621 +1	+0.1%	+$341	0.16%	51
2025 Q4	$488K	Sell	1,620 -185	-10%	-$54.6K	0.15%	56
2025 Q3	$489K	Buy	1,805 +1	+0.1%	+$249	0.16%	54
2025 Q2	$431K	Buy	1,804 +3	+0.2%	+$601	0.15%	60
2025 Q1	$339K	Buy	1,801 +20	+1%	+$4.27K	0.14%	63
2024 Q4	$384K	Buy	1,781 +3	+0.2%	+$669	0.15%	60
2024 Q3	$410K	Buy	1,778 +4	+0.2%	+$919	0.2%	59
2024 Q2	$438K	Buy	1,774 +2	+0.1%	+$458	0.26%	58
2024 Q1	$400K	Buy	1,772 +2	+0.1%	+$416	0.25%	62
2023 Q4	$340K	Buy	+1,770	New	+$297K	0.26%	64

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

Pine Harbor Wealth Management's SOXX Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.06% in Q1 2026, buying an estimated $341 and bringing the position to 1,621 shares worth $533K. The position accounts for 0.16% of the portfolio, ranked #51.

Pine Harbor Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Pine Harbor Wealth Management held 1,621 shares of iShares Semiconductor ETF worth $533K as of Q1 2026.
Pine Harbor Wealth Management bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 0.16% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #51 holding.
Pine Harbor Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.