Sweeney & Michel’s iShares Semiconductor ETF SOXX Stock Holding History

Sweeney & Michel’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	$406K	Buy	1,032 +1	+0.1%	+$341	0.12%	101
2025 Q4	$371K	Buy	1,031 +1	+0.1%	+$295	0.11%	103
2025 Q3	$280K	Buy	1,030 +2	+0.2%	+$499	0.09%	110
2025 Q2	$253K	Buy	+1,028	New	+$206K	0.09%	113
2024 Q3	$267K	Sell	1,163 -214	-16%	-$49.2K	0.11%	104
2024 Q2	$357K	Buy	1,377 +2	+0.1%	+$458	0.15%	87
2024 Q1	$309K	Buy	+1,375	New	+$286K	0.14%	89
2023 Q3	$248K	Buy	1,560 +21	+1%	+$3.5K	0.13%	94
2023 Q2	$262K	Buy	1,539 +93	+6%	+$13.9K	0.13%	93
2023 Q1	$232K	Buy	+1,446	New	+$197K	0.12%	95

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

Sweeney & Michel's SOXX Position: Q1 2026 in Review

Sweeney & Michel increased its iShares Semiconductor ETF (SOXX) stake by 0.1% in Q1 2026, buying an estimated $341 and bringing the position to 1,032 shares worth $406K. The position accounts for 0.12% of the portfolio, ranked #101.

Sweeney & Michel first reported a position in SOXX in Q1 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Sweeney & Michel held 1,032 shares of iShares Semiconductor ETF worth $406K as of Q1 2026.
Sweeney & Michel bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
iShares Semiconductor ETF made up 0.12% of Sweeney & Michel's portfolio in Q1 2026, its #101 holding.
Sweeney & Michel first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.