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Stonebridge Financial Planning Group’s iShares Semiconductor ETF SOXX Stock Holding History

Stonebridge Financial Planning 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 		$2.37M Sell
7,223
-135
-2% -$46.1K 0.87% 30
2025
Q4 		$2.22M Buy
7,358
+130
+2% +$38.3K 0.8% 36
2025
Q3 		$1.96M Sell
7,228
-65
-0.9% -$16.2K 0.74% 43
2025
Q2 		$1.74M Sell
7,293
-576
-7% -$115K 0.73% 44
2025
Q1 		$1.48M Sell
7,869
-374
-5% -$79.9K 0.68% 46
2024
Q4 		$1.78M Buy
8,243
+41
+0.5% +$9.15K 0.79% 39
2024
Q3 		$1.89M Sell
8,202
-399
-5% -$91.7K 0.9% 33
2024
Q2 		$2.12M Sell
8,601
-24
-0.3% -$5.49K 1.07% 26
2024
Q1 		$1.95M Sell
8,625
-240
-3% -$49.9K 1.03% 27
2023
Q4 		$1.7M Buy
8,865
+2,970
+50% +$498K 0.98% 27
2023
Q3 		$931K Hold
5,895
– – 0.6% 49
2023
Q2 		$997K Sell
5,895
-495
-8% -$74.2K 0.61% 49
2023
Q1 		$947K Sell
6,390
-7,563
-54% -$1.03M 0.61% 52
2022
Q4 		$1.62M Sell
13,953
-2,427
-15% -$282K 1.08% 28
2022
Q3 		$1.74M Sell
16,380
-813
-5% -$102K 1.22% 25
2022
Q2 		$2M Sell
17,193
-3,516
-17% -$474K 1.36% 19
2022
Q1 		$3.27M Buy
20,709
+75
+0.4% +$12K 1.83% 16
2021
Q4 		$3.13M Buy
20,634
+1,224
+6% +$205K 1.64% 16
2021
Q3 		$3.2M Buy
19,410
+4,761
+33% +$724K 1.56% 19
2021
Q2 		$2.2M Buy
14,649
+1,581
+12% +$226K 1.17% 25
2021
Q1 		$1.93M Buy
13,068
+2,100
+19% +$287K 1.13% 27
2020
Q4 		$1.39M Buy
10,968
+60
+0.6% +$6.89K 0.88% 34
2020
Q3 		$1.18M Buy
10,908
+21
+0.2% +$2.05K 0.85% 33
2020
Q2 		$982K Sell
10,887
-420
-4% -$34K 0.84% 32
2020
Q1 		$838K Sell
11,307
-30
-0.3% -$2.38K 0.84% 33
2019
Q4 		$949K Buy
+11,337
New +$872K 0.86% 31

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

Stonebridge Financial Planning Group's SOXX Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Semiconductor ETF (SOXX) stake by 1.8% in Q1 2026, selling an estimated $46.1K and leaving 7,223 shares worth $2.37M. The position accounts for 0.87% of the portfolio, ranked #30.

Stonebridge Financial Planning Group first reported a position in SOXX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.27M in Q1 2022. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Stonebridge Financial Planning Group held 7,223 shares of iShares Semiconductor ETF worth $2.37M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 135 iShares Semiconductor ETF shares in Q1 2026, an estimated $46.1K.
  • iShares Semiconductor ETF made up 0.87% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #30 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares Semiconductor ETF position peaked at $3.27M in Q1 2022.
  • 926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.