Advisor Resource Council’s iShares Semiconductor ETF SOXX Stock Holding History

Advisor Resource Council’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	$220K	Buy	+379	New	+$192K	0.06%	247
2025 Q2	–	Sell	-1,139	Closed	-$214K	–	521
2025 Q1	$214K	Buy	+1,139	New	+$243K	0.02%	540
2024 Q1	–	Sell	-1,920	Closed	-$369K	–	478
2023 Q4	$369K	Buy	+1,920	New	+$322K	0.04%	309
2022 Q3	–	Sell	-1,830	Closed	-$213K	–	442
2022 Q2	$213K	Buy	+1,830	New	+$247K	0.02%	464
2022 Q1	–	Sell	-2,226	Closed	-$402K	–	485
2021 Q4	$402K	Buy	+2,226	New	+$373K	0.03%	373
2021 Q3	–	Sell	-2,514	Closed	-$381K	–	447
2021 Q2	$381K	Buy	+2,514	New	+$360K	0.04%	354

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

Advisor Resource Council's SOXX Position: Q2 2026 in Review

Advisor Resource Council opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 379 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #247 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in SOXX as recently as Q1 2025.

Advisor Resource Council first reported a position in SOXX in Q2 2021 and has held it in 6 quarters since. The position peaked at $402K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Advisor Resource Council held 379 shares of iShares Semiconductor ETF worth $220K as of Q2 2026.
iShares Semiconductor ETF was a new Advisor Resource Council position in Q2 2026.
iShares Semiconductor ETF made up 0.06% of Advisor Resource Council's portfolio in Q2 2026, its #247 holding.
Advisor Resource Council first reported a position in iShares Semiconductor ETF in Q2 2021 and has held it in 6 quarters since.
Advisor Resource Council's iShares Semiconductor ETF position peaked at $402K in Q4 2021.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.