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

Accel 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	$363K	Buy	+567	New	+$288K	0.08%	196
2023 Q2	–	Sell	-519	Closed	-$76.9K	–	753
2023 Q1	$76.9K	Hold	519	–	–	0.03%	383
2022 Q4	$60.2K	Hold	519	–	–	0.03%	327
2022 Q3	$60K	Hold	519	–	–	0.03%	330
2022 Q2	$64K	Sell	519 -360	-41%	-$48.5K	0.04%	308
2022 Q1	$136K	Sell	879 -9	-1%	-$1.44K	0.07%	211
2021 Q4	$160K	Buy	888 +9	+1%	+$1.51K	0.08%	191
2021 Q3	$131K	Hold	879	–	–	0.08%	187
2021 Q2	$133K	Buy	879 +300	+52%	+$42.9K	0.09%	198
2021 Q1	$82K	Sell	579 -30	-5%	-$4.11K	0.07%	243
2020 Q4	$77K	Buy	+609	New	+$69.9K	0.07%	236

Other funds holding SOXX

WFA

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

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

Accel Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 567 shares worth $363K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in SOXX as recently as Q1 2023.

Accel Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 11 quarters since. 219 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Accel Wealth Management held 567 shares of iShares Semiconductor ETF worth $363K as of Q2 2026.
iShares Semiconductor ETF was a new Accel Wealth Management position in Q2 2026.
iShares Semiconductor ETF made up 0.08% of Accel Wealth Management's portfolio in Q2 2026, its #196 holding.
Accel Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 11 quarters since.
219 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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