Pines Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Pines 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	$928K	Sell	2,824 -1,362	-33%	-$465K	0.3%	87
2025 Q4	$1.26M	Hold	4,186	–	–	0.41%	63
2025 Q3	$1.13M	Buy	4,186 +31	+0.7%	+$7.73K	0.38%	70
2025 Q2	$1.01M	Buy	4,155 +1,095	+36%	+$219K	0.36%	71
2025 Q1	$474K	Buy	3,060 +900	+42%	+$192K	0.22%	111
2024 Q4	$471K	Buy	+2,160	New	+$482K	0.21%	121

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

Pines Wealth Management's SOXX Position: Q1 2026 in Review

Pines Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 33% in Q1 2026, selling an estimated $465K and leaving 2,824 shares worth $928K. The position accounts for 0.3% of the portfolio, ranked #87.

Pines Wealth Management first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Pines Wealth Management held 2,824 shares of iShares Semiconductor ETF worth $928K as of Q1 2026.
Pines Wealth Management sold 1,362 iShares Semiconductor ETF shares in Q1 2026, an estimated $465K.
iShares Semiconductor ETF made up 0.3% of Pines Wealth Management's portfolio in Q1 2026, its #87 holding.
Pines Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's iShares Semiconductor ETF position peaked at $1.26M in Q4 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.