Root Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Root Financial 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	$1.47M	Buy	4,475 +1,589	+55%	+$542K	0.07%	79
2025 Q4	$869K	Buy	2,886 +2,433	+537%	+$717K	0.04%	105
2025 Q3	$123K	Buy	+453	New	+$113K	0.01%	380

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

Root Financial Partners's SOXX Position: Q1 2026 in Review

Root Financial Partners increased its iShares Semiconductor ETF (SOXX) stake by 55% in Q1 2026, buying an estimated $542K and bringing the position to 4,475 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #79.

Root Financial Partners first reported a position in SOXX in Q3 2025 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Root Financial Partners held 4,475 shares of iShares Semiconductor ETF worth $1.47M as of Q1 2026.
Root Financial Partners bought 1,589 iShares Semiconductor ETF shares in Q1 2026, an estimated $542K.
iShares Semiconductor ETF made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #79 holding.
Root Financial Partners first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
925 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.