Soltis Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Soltis Investment 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	$443K	Sell	1,349 -93	-6%	-$31.7K	0.03%	362
2025 Q4	$434K	Buy	1,442 +257	+22%	+$75.8K	0.03%	348
2025 Q3	$321K	Sell	1,185 -45	-4%	-$11.2K	0.02%	367
2025 Q2	$294K	Buy	+1,230	New	+$246K	0.02%	329
2023 Q3	–	Sell	-1,518	Closed	-$257K	–	281
2023 Q2	$257K	Sell	1,518 -12	-0.8%	-$1.8K	0.03%	228
2023 Q1	$227K	Buy	+1,530	New	+$209K	0.03%	235

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

Soltis Investment Advisors's SOXX Position: Q1 2026 in Review

Soltis Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 6.4% in Q1 2026, selling an estimated $31.7K and leaving 1,349 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #362.

Soltis Investment Advisors first reported a position in SOXX in Q1 2023 and has held it in 6 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Soltis Investment Advisors held 1,349 shares of iShares Semiconductor ETF worth $443K as of Q1 2026.
Soltis Investment Advisors sold 93 iShares Semiconductor ETF shares in Q1 2026, an estimated $31.7K.
iShares Semiconductor ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #362 holding.
Soltis Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 6 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.