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

Ritholtz 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	$236K	Sell	719 -5	-0.7%	-$1.71K	﹤0.01%	1071
2025 Q4	$218K	Buy	+724	New	+$213K	﹤0.01%	1035
2024 Q1	–	Sell	-1,413	Closed	-$271K	–	827
2023 Q4	$271K	Buy	+1,413	New	+$237K	0.01%	626

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

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

Ritholtz Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 0.69% in Q1 2026, selling an estimated $1.71K and leaving 719 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Ritholtz Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 3 quarters since. The position peaked at $271K in Q4 2023. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Ritholtz Wealth Management held 719 shares of iShares Semiconductor ETF worth $236K as of Q1 2026.
Ritholtz Wealth Management sold 5 iShares Semiconductor ETF shares in Q1 2026, an estimated $1.71K.
iShares Semiconductor ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1071 holding.
Ritholtz Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 3 quarters since.
Ritholtz Wealth Management's iShares Semiconductor ETF position peaked at $271K in Q4 2023.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.