Shared Vision Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History

Shared Vision Wealth 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	-606	Closed	-$208K	–	101
2025 Q4	$208K	Buy	+606	New	+$179K	0.08%	96
2024 Q4	–	Sell	-927	Closed	-$214K	–	78
2024 Q3	$214K	Hold	927	–	–	0.11%	72
2024 Q2	$229K	Hold	927	–	–	0.13%	68
2024 Q1	$209K	Buy	+927	New	+$193K	0.13%	72

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

Shared Vision Wealth Group's SOXX Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 606 shares — an estimated $208K sold.

Shared Vision Wealth Group first reported a position in SOXX in Q1 2024 and held it in 4 quarters. The position peaked at $229K in Q2 2024. 925 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Shared Vision Wealth Group reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Shared Vision Wealth Group sold 606 iShares Semiconductor ETF shares in Q1 2026, an estimated $208K.
Shared Vision Wealth Group first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 4 quarters.
Shared Vision Wealth Group's iShares Semiconductor ETF position peaked at $229K in Q2 2024.
925 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.