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Strategic Financial Concepts’s iShares Semiconductor ETF SOXX Stock Holding History

Strategic Financial Concepts’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 		$583K Buy
1,775
+875
+97% +$299K 0.14% 146
2025
Q4 		$271K Buy
900
+25
+3% +$7.37K 0.25% 91
2025
Q3 		$237K Sell
875
-165
-16% -$41.2K 0.03% 234
2025
Q2 		$248K Sell
1,040
-935
-47% -$187K 0.03% 228
2025
Q1 		$372K Sell
1,975
-85
-4% -$18.1K 0.07% 210
2024
Q4 		$444K Buy
2,060
+912
+79% +$203K 0.09% 193
2024
Q3 		$265K Sell
1,148
-263,840
-100% -$60.6M 0.08% 195
2024
Q2 		$173K Buy
264,988
+263,209
+14,795% +$60.2M 0.1% 137
2024
Q1 		$402K Buy
+1,779
New +$370K 0.1% 187
2023
Q4 		– Sell
-1,578
Closed -$249K – 249
2023
Q3 		$249K Buy
1,578
+18
+1% +$3K 0.08% 214
2023
Q2 		$264K Buy
1,560
+45
+3% +$6.75K 0.1% 187
2023
Q1 		$225K Buy
+1,515
New +$206K 0.09% 198

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

Strategic Financial Concepts's SOXX Position: Q1 2026 in Review

Strategic Financial Concepts increased its iShares Semiconductor ETF (SOXX) stake by 97% in Q1 2026, buying an estimated $299K and bringing the position to 1,775 shares worth $583K. The position accounts for 0.14% of the portfolio, ranked #146.

Strategic Financial Concepts first reported a position in SOXX in Q1 2023 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Strategic Financial Concepts held 1,775 shares of iShares Semiconductor ETF worth $583K as of Q1 2026.
  • Strategic Financial Concepts bought 875 iShares Semiconductor ETF shares in Q1 2026, an estimated $299K.
  • iShares Semiconductor ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q1 2026, its #146 holding.
  • Strategic Financial Concepts first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 12 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.