SOA Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

SOA Wealth Advisors’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 Q3	$1.09M	Buy	5,754 +3	+0.1%	+$535	0.18%	78
2026 Q2	$1.23M	Sell	5,751 -24	-0.4%	-$4.06K	0.21%	77
2026 Q1	$633K	Sell	5,775 -195	-3%	-$22.2K	0.12%	100
2025 Q4	$599K	Buy	5,970 +9	+0.2%	+$885	0.1%	111
2025 Q3	$539K	Sell	5,961 -78	-1%	-$6.48K	0.09%	118
2025 Q2	$481K	Sell	6,039 -504	-8%	-$33.7K	0.09%	124
2025 Q1	$410K	Buy	6,543 +6	+0.1%	+$427	0.09%	122
2024 Q4	$469K	Buy	6,537 +12	+0.2%	+$892	0.09%	116
2024 Q3	$502K	Buy	6,525 +15	+0.2%	+$1.15K	0.1%	112
2024 Q2	$535K	Buy	6,510 +6	+0.1%	+$458	0.11%	107
2024 Q1	$490K	Sell	6,504 -12	-0.2%	-$832	0.1%	111
2023 Q4	$417K	Buy	6,516 +36	+0.6%	+$2.01K	0.09%	114
2023 Q3	$341K	Hold	6,480	–	–	0.08%	123
2023 Q2	$365K	Buy	6,480 +9	+0.1%	+$450	0.09%	118
2023 Q1	$320K	Buy	6,471 +342	+6%	+$15.5K	0.08%	120
2022 Q4	$237K	Buy	6,129 +9	+0.1%	+$348	0.06%	136
2022 Q3	$216K	Buy	6,120 +2,061	+51%	+$86.1K	0.07%	140
2022 Q2	$157K	Buy	4,059 +1,530	+60%	+$68.8K	0.05%	163
2022 Q1	$133K	Buy	+2,529	New	+$135K	0.03%	207

Other funds holding SOXX

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SOA Wealth Advisors's SOXX Position: Q3 2026 in Review

SOA Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.05% in Q3 2026, buying an estimated $535 and bringing the position to 5,754 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #78.

SOA Wealth Advisors first reported a position in SOXX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2026. 1,072 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

SOA Wealth Advisors held 5,754 shares of iShares Semiconductor ETF worth $1.09M as of Q3 2026.
SOA Wealth Advisors bought 3 iShares Semiconductor ETF shares in Q3 2026, an estimated $535.
iShares Semiconductor ETF made up 0.18% of SOA Wealth Advisors's portfolio in Q3 2026, its #78 holding.
SOA Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 19 quarters since.
SOA Wealth Advisors's iShares Semiconductor ETF position peaked at $1.23M in Q2 2026.
1,072 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.