WFA of San Diego’s iShares Semiconductor ETF SOXX Stock Holding History

WFA of San Diego’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	$41.4K	Sell	126 -300	-70%	-$102K	0.03%	196
2025 Q4	$128K	Hold	426	–	–	0.09%	119
2025 Q3	$115K	Buy	426 +60	+16%	+$15K	0.08%	129
2025 Q2	$87.4K	Buy	+366	New	+$73.3K	0.06%	150
2024 Q3	$15.2K	Hold	66	–	–	0.01%	256
2024 Q2	$16.3K	Buy	+66	New	+$15.1K	0.01%	257
2023 Q1	–	Sell	-300	Closed	-$34.8K	–	367
2022 Q4	$34.8K	Buy	+300	New	+$34.8K	0.03%	228

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

WFA of San Diego's SOXX Position: Q1 2026 in Review

WFA of San Diego reduced its iShares Semiconductor ETF (SOXX) stake by 70% in Q1 2026, selling an estimated $102K and leaving 126 shares worth $41.4K. The position accounts for 0.03% of the portfolio, ranked #196.

WFA of San Diego first reported a position in SOXX in Q4 2022 and has held it in 7 quarters since. The position peaked at $128K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

WFA of San Diego held 126 shares of iShares Semiconductor ETF worth $41.4K as of Q1 2026.
WFA of San Diego sold 300 iShares Semiconductor ETF shares in Q1 2026, an estimated $102K.
iShares Semiconductor ETF made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #196 holding.
WFA of San Diego first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 7 quarters since.
WFA of San Diego's iShares Semiconductor ETF position peaked at $128K in Q4 2025.
925 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.