Stelac Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Stelac Advisory Services’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	$164K	Buy	+500	New	+$171K	0.03%	133
2025 Q1	–	Sell	-546	Closed	-$118K	–	118
2024 Q4	$118K	Sell	546 -195	-26%	-$43.5K	0.05%	98
2024 Q3	$171K	Sell	741 -684	-48%	-$157K	0.07%	86
2024 Q2	$351K	Hold	1,425	–	–	0.15%	63
2024 Q1	$322K	Hold	1,425	–	–	0.15%	60
2023 Q4	$274K	Hold	1,425	–	–	0.15%	59
2023 Q3	$226K	Sell	1,425 -81	-5%	-$13.5K	0.12%	75
2023 Q2	$256K	Sell	1,506 -90	-6%	-$13.5K	0.11%	120
2023 Q1	$237K	Buy	1,596 +105	+7%	+$14.3K	0.1%	118
2022 Q4	$173K	Sell	1,491 -4,929	-77%	-$572K	0.08%	129
2022 Q3	$682K	Sell	6,420 -945	-13%	-$118K	0.31%	51
2022 Q2	$858K	Sell	7,365 -513	-7%	-$69.2K	0.34%	48
2022 Q1	$1.24M	Buy	7,878 +1,431	+22%	+$229K	0.45%	42
2021 Q4	$1.17M	Sell	6,447 -126	-2%	-$21.1K	0.32%	49
2021 Q3	$977K	Sell	6,573 -750	-10%	-$114K	0.26%	61
2021 Q2	$1.11M	Buy	7,323 +2,805	+62%	+$401K	0.25%	72
2021 Q1	$639K	Buy	+4,518	New	+$618K	0.24%	83

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

Stelac Advisory Services's SOXX Position: Q1 2026 in Review

Stelac Advisory Services opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 500 shares worth $164K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in SOXX as recently as Q4 2024.

Stelac Advisory Services first reported a position in SOXX in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.24M in Q1 2022. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Stelac Advisory Services held 500 shares of iShares Semiconductor ETF worth $164K as of Q1 2026.
iShares Semiconductor ETF was a new Stelac Advisory Services position in Q1 2026.
iShares Semiconductor ETF made up 0.03% of Stelac Advisory Services's portfolio in Q1 2026, its #133 holding.
Stelac Advisory Services first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 17 quarters since.
Stelac Advisory Services's iShares Semiconductor ETF position peaked at $1.24M in Q1 2022.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.