Principal Street Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Principal Street Partners’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	$332K	Buy	1,012 +1	+0.1%	+$341	0.05%	161
2025 Q4	$304K	Buy	1,011 +1	+0.1%	+$295	0.05%	169
2025 Q3	$274K	Sell	1,010 -1,004	-50%	-$250K	0.04%	209
2025 Q2	$481K	Buy	+2,014	New	+$404K	0.05%	205
2025 Q1	–	Sell	-1,004	Closed	-$216K	–	256
2024 Q4	$216K	Buy	1,004 +4	+0.4%	+$892	0.04%	212
2024 Q3	$247K	Hold	1,000	–	–	0.04%	194
2024 Q2	$247K	Buy	+1,000	New	+$229K	0.04%	201

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

Principal Street Partners's SOXX Position: Q1 2026 in Review

Principal Street Partners increased its iShares Semiconductor ETF (SOXX) stake by 0.1% in Q1 2026, buying an estimated $341 and bringing the position to 1,012 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #161.

Principal Street Partners first reported a position in SOXX in Q2 2024 and has held it in 7 quarters since. The position peaked at $481K in Q2 2025. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Principal Street Partners held 1,012 shares of iShares Semiconductor ETF worth $332K as of Q1 2026.
Principal Street Partners bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 0.05% of Principal Street Partners's portfolio in Q1 2026, its #161 holding.
Principal Street Partners first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
Principal Street Partners's iShares Semiconductor ETF position peaked at $481K in Q2 2025.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.