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Accredited Investors’s iShares Semiconductor ETF SOXX Stock Holding History

Accredited Investors’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 		$692K Buy
1,081
+9
+0.8% +$4.57K 0.03% 146
2026
Q1 		$352K Buy
1,072
+52
+5% +$17.8K 0.02% 193
2025
Q4 		$307K Sell
1,020
-957
-48% -$282K 0.02% 216
2025
Q3 		$536K Sell
1,977
-40
-2% -$9.98K 0.03% 143
2025
Q2 		$481K Buy
2,017
+1
+0% +$200 0.03% 140
2025
Q1 		$379K Sell
2,016
-349
-15% -$74.5K 0.02% 151
2024
Q4 		$510K Hold
2,365
– – 0.03% 127
2024
Q3 		$545K Buy
2,365
+2
+0.1% +$459 0.03% 126
2024
Q2 		$583K Buy
2,363
+1
+0% +$229 0.04% 115
2024
Q1 		$534K Buy
2,362
+10
+0.4% +$2.08K 0.03% 122
2023
Q4 		$452K Buy
2,352
+42
+2% +$7.05K 0.03% 127
2023
Q3 		$365K Sell
2,310
-402
-15% -$66.9K 0.03% 132
2023
Q2 		$459K Buy
2,712
+3
+0.1% +$450 0.03% 117
2023
Q1 		$402K Buy
2,709
+6
+0.2% +$818 0.03% 124
2022
Q4 		$314K Buy
2,703
+24
+0.9% +$2.79K 0.03% 136
2022
Q3 		$285K Hold
2,679
– – 0.03% 139
2022
Q2 		$312K Hold
2,679
– – 0.04% 136
2022
Q1 		$423K Hold
2,679
– – 0.04% 127
2021
Q4 		$484K Sell
2,679
-120
-4% -$20.1K 0.04% 117
2021
Q3 		$416K Sell
2,799
-60
-2% -$9.12K 0.04% 116
2021
Q2 		$433K Buy
2,859
+3
+0.1% +$429 0.04% 114
2021
Q1 		$404K Buy
2,856
+30
+1% +$4.11K 0.05% 111
2020
Q4 		$357K Buy
2,826
+138
+5% +$15.8K 0.06% 109
2020
Q3 		$273K Buy
2,688
+3
+0.1% +$293 0.06% 114
2020
Q2 		$243K Buy
+2,685
New +$217K 0.05% 114

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accredited Investors's SOXX Position: Q2 2026 in Review

Accredited Investors increased its iShares Semiconductor ETF (SOXX) stake by 0.84% in Q2 2026, buying an estimated $4.57K and bringing the position to 1,081 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #146.

Accredited Investors first reported a position in SOXX in Q2 2020 and has held it in 25 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Accredited Investors held 1,081 shares of iShares Semiconductor ETF worth $692K as of Q2 2026.
  • Accredited Investors bought 9 iShares Semiconductor ETF shares in Q2 2026, an estimated $4.57K.
  • iShares Semiconductor ETF made up 0.03% of Accredited Investors's portfolio in Q2 2026, its #146 holding.
  • Accredited Investors first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 25 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.