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Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES SEMICONDUCTOR ETF

Steward Partners Investment Advisory, LLC holds 88,474 shares of SOXX (ISHARES SEMICONDUCTOR ETF), worth $56.7M as of 2026-Q2. The position was increased (+144.1% shares). SOXX represents 0.3% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$56.7M

Current Shares

88,474

Total Value Change

+$54.4M

Total Shares Change

+78,653

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
88,474
+144.1%
$56.7M0.3%$640.76
57
2026-Q1
Decreased
36,252
-11.4%
$11.9M0.1%$334.78
0
2025-Q4
Increased
40,911
+3.8%
$12.3M0.1%$304.92
29
2025-Q3
Increased
39,427
+7.7%
$10.7M0.1%$268.54
30
2025-Q2
Increased
36,611
+268.5%
$8.7M0.1%$238.01
44
2025-Q1
Decreased
9,935
-21.2%
$1.9M0.0%$187.60
0
2024-Q4
Increased
12,606
+28.4%
$2.7M0.0%$215.76
33
2024-Q3
Decreased
9,821
-17.5%
$2.3M0.0%$230.69
0

Other major holders of SOXX: GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, SUSQUEHANNA INTERNATIONAL GROUP, LLP, BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

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