Western Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Western Wealth Management’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	$1.92M	Buy	5,840 +261	+5%	+$89.1K	0.07%	287
2025 Q4	$1.68M	Buy	5,579 +1,905	+52%	+$562K	0.08%	247
2025 Q3	$996K	Sell	3,674 -728	-17%	-$182K	0.05%	309
2025 Q2	$1.05M	Sell	4,402 -523	-11%	-$105K	0.06%	265
2025 Q1	$927K	Sell	4,925 -41	-0.8%	-$8.75K	0.06%	271
2024 Q4	$1.07M	Sell	4,966 -1,301	-21%	-$290K	0.07%	237
2024 Q3	$1.45M	Buy	6,267 +961	+18%	+$221K	0.08%	245
2024 Q2	$1.31M	Buy	5,306 +1,192	+29%	+$273K	0.1%	184
2024 Q1	$929K	Sell	4,114 -32	-0.8%	-$6.65K	0.07%	241
2023 Q4	$796K	Buy	4,146 +1,008	+32%	+$169K	0.06%	314
2023 Q3	$495K	Buy	3,138 +150	+5%	+$25K	0.04%	390
2023 Q2	$505K	Sell	2,988 -186	-6%	-$27.9K	0.04%	368
2023 Q1	$471K	Buy	3,174 +192	+6%	+$26.2K	0.04%	383
2022 Q4	$346K	Sell	2,982 -4,311	-59%	-$500K	0.04%	425
2022 Q3	$776K	Buy	7,293 +2,514	+53%	+$315K	0.04%	375
2022 Q2	$557K	Buy	4,779 +714	+18%	+$96.3K	0.03%	445
2022 Q1	$642K	Buy	4,065 +2,424	+148%	+$388K	0.03%	454
2021 Q4	$296K	Buy	+1,641	New	+$275K	0.03%	474
2020 Q1	–	Sell	-35,946	Closed	-$3.01M	–	420
2019 Q4	$3.01M	Buy	+35,946	New	+$2.76M	0.46%	45

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

Western Wealth Management's SOXX Position: Q1 2026 in Review

Western Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 4.7% in Q1 2026, buying an estimated $89.1K and bringing the position to 5,840 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #287.

Western Wealth Management first reported a position in SOXX in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.01M in Q4 2019. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Western Wealth Management held 5,840 shares of iShares Semiconductor ETF worth $1.92M as of Q1 2026.
Western Wealth Management bought 261 iShares Semiconductor ETF shares in Q1 2026, an estimated $89.1K.
iShares Semiconductor ETF made up 0.07% of Western Wealth Management's portfolio in Q1 2026, its #287 holding.
Western Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 19 quarters since.
Western Wealth Management's iShares Semiconductor ETF position peaked at $3.01M in Q4 2019.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.