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AAFMAA Wealth Management & Trust’s iShares Semiconductor ETF SOXX Stock Holding History

AAFMAA Wealth Management & Trust’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 		$4.96M Buy
7,739
+301
+4% +$153K 1.73% 13
2026
Q1 		$2.44M Buy
7,438
+1,477
+25% +$504K 0.95% 22
2025
Q4 		$1.8M Buy
+5,961
New +$1.76M 0.7% 41

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GG
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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SOXX Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its iShares Semiconductor ETF (SOXX) stake by 4% in Q2 2026, buying an estimated $153K and bringing the position to 7,739 shares worth $4.96M. The position accounts for 1.73% of the portfolio, ranked #13.

AAFMAA Wealth Management & Trust first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 7,739 shares of iShares Semiconductor ETF worth $4.96M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 301 iShares Semiconductor ETF shares in Q2 2026, an estimated $153K.
  • iShares Semiconductor ETF made up 1.73% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #13 holding.
  • AAFMAA Wealth Management & Trust first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.