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VestGen Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

VestGen Advisors’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 		$4.88M Sell
9,464
-1,647
-15% -$562K 0.13% 140
2025
Q4 		$3.35M Buy
11,111
+10,304
+1,277% +$3.04M 0.14% 151
2025
Q3 		$219K Buy
+807
New +$201K 0.01% 667

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

VestGen Advisors's SOXX Position: Q1 2026 in Review

VestGen Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q1 2026, selling an estimated $562K and leaving 9,464 shares worth $4.88M. The position accounts for 0.13% of the portfolio, ranked #140.

VestGen Advisors first reported a position in SOXX in Q3 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • VestGen Advisors held 9,464 shares of iShares Semiconductor ETF worth $4.88M as of Q1 2026.
  • VestGen Advisors sold 1,647 iShares Semiconductor ETF shares in Q1 2026, an estimated $562K.
  • iShares Semiconductor ETF made up 0.13% of VestGen Advisors's portfolio in Q1 2026, its #140 holding.
  • VestGen Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.