Stratos Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.7M | Buy |
14,296
+450
| +3% | +$154K | 0.05% | 346 |
|
|
2025
Q4 | $4.17M | Buy |
13,846
+875
| +7% | +$258K | 0.05% | 368 |
|
|
2025
Q3 | $3.52M | Sell |
12,971
-51
| -0.4% | -$12.7K | 0.04% | 394 |
|
|
2025
Q2 | $3.11M | Buy |
13,022
+385
| +3% | +$77.2K | 0.04% | 380 |
|
|
2025
Q1 | $2.38M | Sell |
12,637
-1,155
| -8% | -$247K | 0.04% | 400 |
|
|
2024
Q4 | $2.97M | Sell |
13,792
-2,120
| -13% | -$473K | 0.04% | 378 |
|
|
2024
Q3 | $3.67M | Buy |
15,912
+4,224
| +36% | +$970K | 0.05% | 326 |
|
|
2024
Q2 | $2.88M | Buy |
11,688
+620
| +6% | +$142K | 0.05% | 358 |
|
|
2024
Q1 | $2.5M | Sell |
11,068
-446
| -4% | -$92.7K | 0.04% | 391 |
|
|
2023
Q4 | $2.21M | Sell |
11,514
-534
| -4% | -$89.6K | 0.04% | 392 |
|
|
2023
Q3 | $1.9M | Buy |
12,048
+531
| +5% | +$88.4K | 0.04% | 384 |
|
|
2023
Q2 | $1.95M | Buy |
11,517
+2,055
| +22% | +$308K | 0.04% | 359 |
|
|
2023
Q1 | $1.4M | Sell |
9,462
-5,115
| -35% | -$697K | 0.04% | 388 |
|
|
2022
Q4 | $1.69M | Sell |
14,577
-1,086
| -7% | -$126K | 0.04% | 382 |
|
|
2022
Q3 | $1.66M | Sell |
15,663
-1,062
| -6% | -$133K | 0.05% | 349 |
|
|
2022
Q2 | $1.95M | Buy |
16,725
+147
| +0.9% | +$19.8K | 0.05% | 326 |
|
|
2022
Q1 | $2.62M | Buy |
16,578
+6,417
| +63% | +$1.03M | 0.06% | 306 |
|
|
2021
Q4 | $1.84M | Buy |
10,161
+1,164
| +13% | +$195K | 0.04% | 374 |
|
|
2021
Q3 | $1.34M | Buy |
8,997
+2,964
| +49% | +$450K | 0.03% | 436 |
|
|
2021
Q2 | $914K | Buy |
6,033
+819
| +16% | +$117K | 0.02% | 571 |
|
|
2021
Q1 | $737K | Buy |
5,214
+867
| +20% | +$119K | 0.02% | 591 |
|
|
2020
Q4 | $549K | Sell |
4,347
-1,638
| -27% | -$188K | 0.02% | 647 |
|
|
2020
Q3 | $608K | Buy |
5,985
+267
| +5% | +$26.1K | 0.02% | 552 |
|
|
2020
Q2 | $516K | Buy |
5,718
+105
| +2% | +$8.49K | 0.02% | 581 |
|
|
2020
Q1 | $384K | Buy |
5,613
+633
| +13% | +$50.1K | 0.02% | 606 |
|
|
2019
Q4 | $417K | Buy |
4,980
+825
| +20% | +$63.4K | 0.02% | 645 |
|
|
2019
Q3 | $293K | Buy |
4,155
+6
| +0.1% | +$414 | 0.01% | 739 |
|
|
2019
Q2 | $274K | Sell |
4,149
-384
| -8% | -$25.1K | 0.01% | 763 |
|
|
2019
Q1 | $286K | Buy |
4,533
+333
| +8% | +$19.7K | 0.01% | 735 |
|
|
2018
Q4 | $220K | Sell |
4,200
-273
| -6% | -$15K | 0.01% | 769 |
|
|
2018
Q3 | $276K | Buy |
4,473
+162
| +4% | +$10K | 0.01% | 740 |
|
|
2018
Q2 | $256K | Buy |
4,311
+150
| +4% | +$9.11K | 0.01% | 814 |
|
|
2018
Q1 | $250K | Buy |
4,161
+444
| +12% | +$27.1K | 0.01% | 811 |
|
|
2017
Q4 | $210K | Buy |
+3,717
| New | +$211K | 0.01% | 850 |
|
Other funds holding SOXX
Stratos Wealth Partners's SOXX Position: Q1 2026 in Review
Stratos Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 3.3% in Q1 2026, buying an estimated $154K and bringing the position to 14,296 shares worth $4.7M. The position accounts for 0.05% of the portfolio, ranked #346.
Stratos Wealth Partners first reported a position in SOXX in Q4 2017 and has held it in 34 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.
- Stratos Wealth Partners held 14,296 shares of iShares Semiconductor ETF worth $4.7M as of Q1 2026.
- Stratos Wealth Partners bought 450 iShares Semiconductor ETF shares in Q1 2026, an estimated $154K.
- iShares Semiconductor ETF made up 0.05% of Stratos Wealth Partners's portfolio in Q1 2026, its #346 holding.
- Stratos Wealth Partners first reported a position in iShares Semiconductor ETF in Q4 2017 and has held it in 34 quarters since.
- 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.