Wealthspire Advisors (New York)’s iShares Semiconductor ETF SOXX Stock Holding History

Wealthspire Advisors (New York)’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	$3.5M	Buy	10,656 +1,077	+11%	+$368K	0.03%	204
2025 Q4	$2.88M	Buy	9,579 +2	+0%	+$590	0.02%	235
2025 Q3	$2.6M	Sell	9,577 -1,324	-12%	-$330K	0.01%	239
2025 Q2	$2.6M	Buy	10,901 +2,930	+37%	+$587K	0.01%	242
2025 Q1	$1.5M	Sell	7,971 -2,016	-20%	-$430K	0.01%	316
2024 Q4	$2.15M	Buy	9,987 +242	+2%	+$54K	0.02%	237
2024 Q3	$2.25M	Sell	9,745 -779	-7%	-$179K	0.02%	234
2024 Q2	$2.6M	Buy	10,524 +7,182	+215%	+$1.64M	0.03%	173
2024 Q1	$755K	Sell	3,342 -864	-21%	-$180K	0.01%	355
2023 Q4	$808K	Buy	+4,206	New	+$706K	0.01%	347

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 $445B AUM 25.58% 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

Wealthspire Advisors (New York)'s SOXX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Semiconductor ETF (SOXX) stake by 11% in Q1 2026, buying an estimated $368K and bringing the position to 10,656 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #204.

Wealthspire Advisors (New York) first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Wealthspire Advisors (New York) held 10,656 shares of iShares Semiconductor ETF worth $3.5M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,077 iShares Semiconductor ETF shares in Q1 2026, an estimated $368K.
iShares Semiconductor ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #204 holding.
Wealthspire Advisors (New York) first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
928 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.