Savvy Advisors Inc’s iShares Semiconductor ETF SOXX Stock Holding History

Savvy Advisors Inc’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	$973K	Buy	2,961 +869	+42%	+$297K	0.03%	441
2025 Q4	$630K	Buy	2,092 +568	+37%	+$167K	0.02%	494
2025 Q3	$413K	Sell	1,524 -127	-8%	-$31.7K	0.02%	496
2025 Q2	$394K	Buy	1,651 +284	+21%	+$56.9K	0.03%	417
2025 Q1	$257K	Sell	1,367 -2,894	-68%	-$618K	0.03%	424
2024 Q4	$918K	Buy	4,261 +46	+1%	+$10.3K	0.11%	154
2024 Q3	$972K	Buy	4,215 +3,060	+265%	+$703K	0.2%	109
2024 Q2	$285K	Buy	+1,155	New	+$264K	0.09%	221

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

Savvy Advisors Inc's SOXX Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Semiconductor ETF (SOXX) stake by 42% in Q1 2026, buying an estimated $297K and bringing the position to 2,961 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #441.

Savvy Advisors Inc first reported a position in SOXX in Q2 2024 and has held it in 8 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Savvy Advisors Inc held 2,961 shares of iShares Semiconductor ETF worth $973K as of Q1 2026.
Savvy Advisors Inc bought 869 iShares Semiconductor ETF shares in Q1 2026, an estimated $297K.
iShares Semiconductor ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #441 holding.
Savvy Advisors Inc first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.