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AFG Fiduciary Services’s iShares Semiconductor ETF SOXX Stock Holding History

AFG Fiduciary Services’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 		– Sell
-2,295
Closed -$790K – 80
2026
Q1 		$790K Buy
2,295
+350
+18% +$119K 0.46% 44
2025
Q4 		$610K Sell
1,945
-775
-28% -$229K 0.36% 47
2025
Q3 		$752K Sell
2,720
-150
-5% -$37.4K 0.43% 45
2025
Q2 		$682K Sell
2,870
-4,405
-61% -$883K 0.44% 44
2025
Q1 		$1.34M Buy
7,275
+3,350
+85% +$715K 0.98% 21
2024
Q4 		$876K Sell
3,925
-240
-6% -$53.5K 0.62% 32
2024
Q3 		$981K Sell
4,165
-40
-1% -$9.19K 0.66% 30
2024
Q2 		$1.04M Buy
4,205
+5
+0.1% +$1.14K 0.72% 26
2024
Q1 		$943K Sell
4,200
-1,050
-20% -$218K 0.7% 28
2023
Q4 		$979K Hold
5,250
– – 0.8% 25
2023
Q3 		$834K Hold
5,250
– – 0.74% 29
2023
Q2 		$907K Hold
5,250
– – 0.68% 30
2023
Q1 		$778K Hold
5,250
– – 0.72% 29
2022
Q4 		$609K Hold
5,250
– – 0.57% 35
2022
Q3 		$558K Buy
5,250
+1,875
+56% +$235K 0.53% 37
2022
Q2 		$393K Buy
3,375
+975
+41% +$131K 0.34% 54
2022
Q1 		$379K Hold
2,400
– – 0.27% 64
2021
Q4 		$434K Buy
+2,400
New +$402K 0.3% 49

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
Wealth Enhancement Advisory Services
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

AFG Fiduciary Services's SOXX Position: Q2 2026 in Review

AFG Fiduciary Services sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 2,295 shares — an estimated $790K sold.

AFG Fiduciary Services first reported a position in SOXX in Q4 2021 and held it in 18 quarters. The position peaked at $1.34M in Q1 2025. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • AFG Fiduciary Services reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 2,295 iShares Semiconductor ETF shares in Q2 2026, an estimated $790K.
  • AFG Fiduciary Services first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 18 quarters.
  • AFG Fiduciary Services's iShares Semiconductor ETF position peaked at $1.34M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.