SageView Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

SageView Advisory Group’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	–	Sell	-15	Closed	-$4.52K	–	2157
2025 Q4	$4.52K	Buy	+15	New	+$4.42K	﹤0.01%	1994
2024 Q2	–	Sell	-14,781	Closed	-$441K	–	744
2024 Q1	$441K	Buy	14,781 +10,905	+281%	+$2.27M	0.02%	349
2023 Q4	$768K	Sell	3,876 -3,327	-46%	-$558K	0.03%	305
2023 Q3	$1.14M	Buy	7,203 +1,632	+29%	+$272K	0.07%	188
2023 Q2	$942K	Buy	5,571 +774	+16%	+$116K	0.05%	236
2023 Q1	$711K	Sell	4,797 -501	-9%	-$68.3K	0.05%	258
2022 Q4	$614K	Buy	+5,298	New	+$615K	0.05%	214

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SageView Advisory Group's SOXX Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 15 shares — an estimated $4.52K sold.

SageView Advisory Group first reported a position in SOXX in Q4 2022 and held it in 7 quarters. The position peaked at $1.14M in Q3 2023. 931 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

SageView Advisory Group reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 15 iShares Semiconductor ETF shares in Q1 2026, an estimated $4.52K.
SageView Advisory Group first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 7 quarters.
SageView Advisory Group's iShares Semiconductor ETF position peaked at $1.14M in Q3 2023.
931 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.