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

Adams 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	$8.63M	Sell	13,467 -4,814	-26%	-$2.44M	1.65%	15
2026 Q1	$6M	Sell	18,281 -487	-3%	-$166K	1.32%	27
2025 Q4	$5.65M	Sell	18,768 -3,298	-15%	-$973K	1.21%	26
2025 Q3	$5.98M	Sell	22,066 -5,046	-19%	-$1.26M	1.28%	24
2025 Q2	$6.47M	Buy	27,112 +3,317	+14%	+$665K	1.23%	24
2025 Q1	$4.48M	Sell	23,795 -1,427	-6%	-$305K	0.88%	30
2024 Q4	$5.44M	Buy	25,222 +5,467	+28%	+$1.22M	1.04%	24
2024 Q3	$4.56M	Buy	19,755 +786	+4%	+$181K	0.98%	23
2024 Q2	$4.68M	Sell	18,969 -474	-2%	-$108K	1.08%	22
2024 Q1	$4.39M	Sell	19,443 -9,894	-34%	-$2.06M	1.07%	22
2023 Q4	$5.63M	Sell	29,337 -2,556	-8%	-$429K	1.67%	16
2023 Q3	$5.04M	Buy	31,893 +1,350	+4%	+$225K	1.71%	14
2023 Q2	$5.16M	Buy	30,543 +1,386	+5%	+$208K	1.61%	13
2023 Q1	$4.32M	Sell	29,157 -945	-3%	-$129K	1.4%	15
2022 Q4	$3.49M	Buy	30,102 +27,075	+894%	+$3.14M	1.23%	14
2022 Q3	$322K	Buy	+3,027	New	+$380K	0.12%	74

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

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

Adams Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 26% in Q2 2026, selling an estimated $2.44M and leaving 13,467 shares worth $8.63M. The position accounts for 1.65% of the portfolio, ranked #15.

Adams Wealth Management first reported a position in SOXX in Q3 2022 and has held it in 16 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Adams Wealth Management held 13,467 shares of iShares Semiconductor ETF worth $8.63M as of Q2 2026.
Adams Wealth Management sold 4,814 iShares Semiconductor ETF shares in Q2 2026, an estimated $2.44M.
iShares Semiconductor ETF made up 1.65% of Adams Wealth Management's portfolio in Q2 2026, its #15 holding.
Adams Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 16 quarters since.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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