Rice Partnership’s iShares Semiconductor ETF SOXX Stock Holding History

Rice Partnership’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	$301K	Buy	917 +15	+2%	+$5.12K	0.04%	96
2025 Q4	$272K	Hold	902	–	–	0.04%	95
2025 Q3	$244K	Hold	902	–	–	0.03%	104
2025 Q2	$215K	Hold	902	–	–	0.04%	108
2025 Q1	$170K	Hold	902	–	–	0.03%	100
2024 Q4	$194K	Hold	902	–	–	0.04%	105
2024 Q3	$208K	Hold	902	–	–	0.04%	101
2024 Q2	$222K	Buy	+902	New	+$206K	0.05%	95
2023 Q2	–	Sell	-210	Closed	-$31.1K	–	147
2023 Q1	$31.1K	Hold	210	–	–	0.01%	112
2022 Q4	$24.4K	Hold	210	–	–	0.01%	107
2022 Q3	$22K	Hold	210	–	–	0.01%	114
2022 Q2	$24K	Hold	210	–	–	0.01%	108
2022 Q1	$33K	Hold	210	–	–	0.01%	120
2021 Q4	$38K	Hold	210	–	–	0.01%	118
2021 Q3	$31K	Hold	210	–	–	0.01%	118
2021 Q2	$32K	Hold	210	–	–	0.01%	113
2021 Q1	$30K	Buy	+210	New	+$28.7K	0.01%	100
2020 Q2	–	Sell	-525	Closed	-$36K	–	99
2020 Q1	$36K	Hold	525	–	–	0.02%	80
2019 Q4	$44K	Buy	+525	New	+$40.4K	0.02%	84

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

Rice Partnership's SOXX Position: Q1 2026 in Review

Rice Partnership increased its iShares Semiconductor ETF (SOXX) stake by 1.7% in Q1 2026, buying an estimated $5.12K and bringing the position to 917 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #96.

Rice Partnership first reported a position in SOXX in Q4 2019 and has held it in 19 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Rice Partnership held 917 shares of iShares Semiconductor ETF worth $301K as of Q1 2026.
Rice Partnership bought 15 iShares Semiconductor ETF shares in Q1 2026, an estimated $5.12K.
iShares Semiconductor ETF made up 0.04% of Rice Partnership's portfolio in Q1 2026, its #96 holding.
Rice Partnership first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 19 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.