Waverly Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Waverly 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	$1.18M	Buy	3,601 +36	+1%	+$12.3K	0.01%	782
2025 Q4	$1.07M	Buy	3,565 +134	+4%	+$39.5K	0.01%	739
2025 Q3	$930K	Buy	3,431 +137	+4%	+$34.2K	0.01%	663
2025 Q2	$786K	Sell	3,294 -179	-5%	-$35.9K	0.01%	677
2025 Q1	$653K	Buy	3,473 +1,787	+106%	+$382K	0.01%	707
2024 Q4	$363K	Buy	1,686 +208	+14%	+$46.4K	0.01%	766
2024 Q3	$341K	Sell	1,478 -1,350	-48%	-$310K	0.01%	656
2024 Q2	$698K	Buy	2,828 +637	+29%	+$146K	0.01%	502
2024 Q1	$495K	Sell	2,191 -212	-9%	-$44.1K	0.01%	482
2023 Q4	$461K	Buy	+2,403	New	+$403K	0.02%	310

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

Waverly Advisors's SOXX Position: Q1 2026 in Review

Waverly Advisors increased its iShares Semiconductor ETF (SOXX) stake by 1% in Q1 2026, buying an estimated $12.3K and bringing the position to 3,601 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #782.

Waverly Advisors first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Waverly Advisors held 3,601 shares of iShares Semiconductor ETF worth $1.18M as of Q1 2026.
Waverly Advisors bought 36 iShares Semiconductor ETF shares in Q1 2026, an estimated $12.3K.
iShares Semiconductor ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #782 holding.
Waverly Advisors first reported a position in iShares Semiconductor ETF in Q4 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.