4J Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

4J 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 Q2	$212K	Buy	+331	New	+$168K	0.1%	106

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4J Wealth Management's SOXX Position: Q2 2026 in Review

4J Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 331 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings.

475 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

4J Wealth Management held 331 shares of iShares Semiconductor ETF worth $212K as of Q2 2026.
iShares Semiconductor ETF was a new 4J Wealth Management position in Q2 2026.
iShares Semiconductor ETF made up 0.1% of 4J Wealth Management's portfolio in Q2 2026, its #106 holding.
475 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.