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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
Q1 		$633K Sell
1,925
-65
-3% -$22.2K 0.12% 100
2025
Q4 		$599K Buy
1,990
+3
+0.2% +$885 0.1% 111
2025
Q3 		$539K Sell
1,987
-26
-1% -$6.49K 0.09% 118
2025
Q2 		$481K Sell
2,013
-168
-8% -$33.7K 0.09% 124
2025
Q1 		$410K Buy
2,181
+2
+0.1% +$427 0.09% 122
2024
Q4 		$469K Buy
2,179
+4
+0.2% +$892 0.09% 116
2024
Q3 		$502K Buy
2,175
+5
+0.2% +$1.15K 0.1% 112
2024
Q2 		$535K Buy
2,170
+2
+0.1% +$458 0.11% 107
2024
Q1 		$490K Sell
2,168
-4
-0.2% -$832 0.1% 111
2023
Q4 		$417K Buy
2,172
+12
+0.6% +$2.01K 0.09% 114
2023
Q3 		$341K Hold
2,160
– – 0.08% 123
2023
Q2 		$365K Buy
2,160
+3
+0.1% +$450 0.09% 118
2023
Q1 		$320K Buy
2,157
+114
+6% +$15.5K 0.08% 120
2022
Q4 		$237K Buy
2,043
+3
+0.1% +$348 0.06% 136
2022
Q3 		$216K Buy
2,040
+687
+51% +$86.1K 0.07% 140
2022
Q2 		$157K Buy
1,353
+510
+60% +$68.8K 0.05% 163
2022
Q1 		$133K Buy
+843
New +$135K 0.03% 207

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

SOA Wealth Advisors's SOXX Position: Q1 2026 in Review

SOA Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 3.3% in Q1 2026, selling an estimated $22.2K and leaving 1,925 shares worth $633K. The position accounts for 0.12% of the portfolio, ranked #100.

SOA Wealth Advisors first reported a position in SOXX in Q1 2022 and has held it in 17 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • SOA Wealth Advisors held 1,925 shares of iShares Semiconductor ETF worth $633K as of Q1 2026.
  • SOA Wealth Advisors sold 65 iShares Semiconductor ETF shares in Q1 2026, an estimated $22.2K.
  • iShares Semiconductor ETF made up 0.12% of SOA Wealth Advisors's portfolio in Q1 2026, its #100 holding.
  • SOA Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 17 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.