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RWA Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

RWA Wealth 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 		$641K Hold
1,950
– – 0.01% 413
2025
Q4 		$587K Buy
1,950
+45
+2% +$13.3K 0.01% 414
2025
Q3 		$516K Buy
1,905
+230
+14% +$57.4K 0.01% 436
2025
Q2 		$400K Buy
+1,675
New +$336K 0.01% 461
2024
Q3 		– Sell
-911
Closed -$225K – 580
2024
Q2 		$225K Sell
911
-214
-19% -$49K ﹤0.01% 512
2024
Q1 		$254K Sell
1,125
-15
-1% -$3.12K ﹤0.01% 485
2023
Q4 		$219K Buy
+1,140
New +$191K ﹤0.01% 497

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RWA Wealth Partners's SOXX Position: Q1 2026 in Review

RWA Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 1,950 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #413.

RWA Wealth Partners first reported a position in SOXX in Q4 2023 and has held it in 7 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • RWA Wealth Partners held 1,950 shares of iShares Semiconductor ETF worth $641K as of Q1 2026.
  • RWA Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q1 2026.
  • iShares Semiconductor ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #413 holding.
  • RWA Wealth Partners first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 7 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.