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White Lighthouse Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

White Lighthouse Investment 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 		$839K Sell
2,554
-27
-1% -$9.22K 0.12% 85
2025
Q4 		$777K Buy
2,581
+818
+46% +$241K 0.11% 84
2025
Q3 		$478K Sell
1,763
-42
-2% -$10.5K 0.07% 99
2025
Q2 		$431K Buy
1,805
+6
+0.3% +$1.2K 0.07% 101
2025
Q1 		$339K Buy
1,799
+124
+7% +$26.5K 0.06% 105
2024
Q4 		$361K Sell
1,675
-12
-0.7% -$2.68K 0.06% 105
2024
Q3 		$389K Buy
1,687
+1
+0.1% +$230 0.07% 98
2024
Q2 		$416K Buy
1,686
+45
+3% +$10.3K 0.08% 92
2024
Q1 		$371K Sell
1,641
-45
-3% -$9.36K 0.08% 92
2023
Q4 		$324K Buy
1,686
+48
+3% +$8.05K 0.07% 99
2023
Q3 		$259K Sell
1,638
-45
-3% -$7.49K 0.06% 105
2023
Q2 		$285K Buy
+1,683
New +$252K 0.07% 100

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

White Lighthouse Investment Management's SOXX Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its iShares Semiconductor ETF (SOXX) stake by 1% in Q1 2026, selling an estimated $9.22K and leaving 2,554 shares worth $839K. The position accounts for 0.12% of the portfolio, ranked #85.

White Lighthouse Investment Management first reported a position in SOXX in Q2 2023 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • White Lighthouse Investment Management held 2,554 shares of iShares Semiconductor ETF worth $839K as of Q1 2026.
  • White Lighthouse Investment Management sold 27 iShares Semiconductor ETF shares in Q1 2026, an estimated $9.22K.
  • iShares Semiconductor ETF made up 0.12% of White Lighthouse Investment Management's portfolio in Q1 2026, its #85 holding.
  • White Lighthouse Investment Management first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 12 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.