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

Accurate 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	$1.23M	Buy	2,110 +145	+7%	+$73.6K	0.12%	196
2026 Q1	$760K	Sell	1,965 -31	-2%	-$10.6K	0.09%	235
2025 Q4	$656K	Buy	1,996 +324	+19%	+$95.5K	0.08%	244
2025 Q3	$467K	Sell	1,672 -1	-0.1%	-$249	0.06%	304
2025 Q2	$412K	Sell	1,673 -2	-0.1%	-$401	0.06%	293
2025 Q1	$289K	Buy	1,675 +22	+1%	+$4.7K	0.06%	293
2024 Q4	$361K	Buy	1,653 +646	+64%	+$144K	0.07%	257
2024 Q3	$229K	Sell	1,007 -29	-3%	-$6.66K	0.05%	340
2024 Q2	$270K	Buy	+1,036	New	+$237K	0.06%	249
2023 Q1	–	Sell	-273	Closed	-$34.1K	–	1245
2022 Q4	$34.1K	Buy	+273	New	+$31.7K	0.01%	541

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Accurate Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 7.4% in Q2 2026, buying an estimated $73.6K and bringing the position to 2,110 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #196.

Accurate Wealth Management first reported a position in SOXX in Q4 2022 and has held it in 10 quarters since. 437 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Accurate Wealth Management held 2,110 shares of iShares Semiconductor ETF worth $1.23M as of Q2 2026.
Accurate Wealth Management bought 145 iShares Semiconductor ETF shares in Q2 2026, an estimated $73.6K.
iShares Semiconductor ETF made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #196 holding.
Accurate Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 10 quarters since.
437 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.