Strategic Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Strategic Wealth Partners’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	$948K	Hold	2,885	–	–	0.07%	152
2025 Q4	$869K	Sell	2,885 -150	-5%	-$44.2K	0.06%	162
2025 Q3	$823K	Sell	3,035 -900	-23%	-$224K	0.06%	172
2025 Q2	$939K	Buy	+3,935	New	+$789K	0.07%	161
2024 Q4	$968K	Buy	4,345 +261	+6%	+$58.2K	0.08%	152
2024 Q3	$942K	Buy	4,084 +2,722	+200%	+$625K	0.09%	151
2024 Q2	$336K	Hold	1,362	–	–	0.04%	228
2024 Q1	$308K	Buy	+1,362	New	+$283K	0.03%	227

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

Strategic Wealth Partners's SOXX Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 2,885 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #152.

Strategic Wealth Partners first reported a position in SOXX in Q1 2024 and has held it in 8 quarters since. The position peaked at $968K in Q4 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Strategic Wealth Partners held 2,885 shares of iShares Semiconductor ETF worth $948K as of Q1 2026.
Strategic Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.07% of Strategic Wealth Partners's portfolio in Q1 2026, its #152 holding.
Strategic Wealth Partners first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
Strategic Wealth Partners's iShares Semiconductor ETF position peaked at $968K in Q4 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.