Valley Wealth Managers’s iShares Semiconductor ETF SOXX Stock Holding History

Valley Wealth Managers’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	$3.77M	Buy	11,458 +1,281	+13%	+$437K	0.24%	96
2025 Q4	$3.06M	Sell	10,177 -1,456	-13%	-$429K	0.2%	106
2025 Q3	$3.15M	Buy	11,633 +2,524	+28%	+$630K	0.21%	101
2025 Q2	$2.17M	Buy	9,109 +509	+6%	+$102K	0.16%	109
2025 Q1	$1.62M	Sell	8,600 -1,132	-12%	-$242K	0.12%	118
2024 Q4	$2.1M	Buy	9,732 +224	+2%	+$50K	0.16%	108
2024 Q3	$2.19M	Sell	9,508 -81	-0.8%	-$18.6K	0.16%	106
2024 Q2	$2.37M	Sell	9,589 -37,180	-79%	-$8.51M	0.19%	106
2024 Q1	$10.6M	Sell	46,769 -5,527	-11%	-$1.15M	0.8%	46
2023 Q4	$10M	Sell	52,296 -1,101	-2%	-$185K	0.78%	48
2023 Q3	$8.43M	Buy	+53,397	New	+$8.89M	0.7%	48

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

Valley Wealth Managers's SOXX Position: Q1 2026 in Review

Valley Wealth Managers increased its iShares Semiconductor ETF (SOXX) stake by 13% in Q1 2026, buying an estimated $437K and bringing the position to 11,458 shares worth $3.77M. The position accounts for 0.24% of the portfolio, ranked #96.

Valley Wealth Managers first reported a position in SOXX in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q1 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Valley Wealth Managers held 11,458 shares of iShares Semiconductor ETF worth $3.77M as of Q1 2026.
Valley Wealth Managers bought 1,281 iShares Semiconductor ETF shares in Q1 2026, an estimated $437K.
iShares Semiconductor ETF made up 0.24% of Valley Wealth Managers's portfolio in Q1 2026, its #96 holding.
Valley Wealth Managers first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
Valley Wealth Managers's iShares Semiconductor ETF position peaked at $10.6M in Q1 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.