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

Westwood 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 		– Sell
-4,413
Closed -$1.33M – 107
2025
Q4 		$1.33M Buy
+4,413
New +$1.3M 1% 32

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

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

Westwood Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2026, closing a stake of 4,413 shares — an estimated $1.33M sold.

Westwood Wealth Management first reported a position in SOXX in Q4 2025 and held it in 1 quarter. The position peaked at $1.33M in Q4 2025. 927 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Westwood Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 4,413 iShares Semiconductor ETF shares in Q1 2026, an estimated $1.33M.
  • Westwood Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's iShares Semiconductor ETF position peaked at $1.33M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.