Abound Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Abound 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	$27.6K	Hold	43	–	–	0.01%	321
2026 Q1	$14.2K	Sell	43 -27	-39%	-$9.22K	﹤0.01%	468
2025 Q4	$21.1K	Sell	70 -8	-10%	-$2.36K	﹤0.01%	358
2025 Q3	$21.2K	Buy	78 +66	+550%	+$16.5K	0.01%	344
2025 Q2	$2.87K	Sell	12 -5	-29%	-$1K	﹤0.01%	688
2025 Q1	$3.27K	Buy	17 +5	+42%	+$1.07K	﹤0.01%	625
2024 Q4	$2.59K	Hold	12	–	–	﹤0.01%	645
2024 Q3	$2.77K	Hold	12	–	–	﹤0.01%	662
2024 Q2	$2.96K	Hold	12	–	–	﹤0.01%	597
2024 Q1	$2.71K	Buy	+12	New	+$2.5K	﹤0.01%	637
2023 Q1	–	Hold	0	–	–	–	718

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Wealth Management's SOXX Position: Q2 2026 in Review

Abound Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 43 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #321.

Abound Wealth Management first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Abound Wealth Management held 43 shares of iShares Semiconductor ETF worth $27.6K as of Q2 2026.
Abound Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #321 holding.
Abound Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.