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Albion Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Albion Financial Group’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 		$1.28K Sell
2
-1
-33% -$508 ﹤0.01% 584
2026
Q1 		$986 Hold
3
– – ﹤0.01% 642
2025
Q4 		$904 Sell
3
-3,230
-100% -$952K ﹤0.01% 598
2025
Q3 		$877K Sell
3,233
-45
-1% -$11.2K 0.05% 117
2025
Q2 		$782K Sell
3,278
-318
-9% -$63.7K 0.05% 121
2025
Q1 		$677K Sell
3,596
-3,866
-52% -$825K 0.05% 132
2024
Q4 		$1.61M Sell
7,462
-414
-5% -$92.4K 0.11% 90
2024
Q3 		$1.82M Buy
7,876
+4,637
+143% +$1.07M 0.13% 87
2024
Q2 		$799K Hold
3,239
– – 0.06% 118
2024
Q1 		$732K Sell
3,239
-100
-3% -$20.8K 0.06% 122
2023
Q4 		$641K Hold
3,339
– – 0.05% 128
2023
Q3 		$527K Hold
3,339
– – 0.05% 126
2023
Q2 		$565K Buy
3,339
+3,336
+111,200% +$500K 0.05% 128
2023
Q1 		$445 Hold
3
– – ﹤0.01% 423
2022
Q4 		$348 Sell
3
-48
-94% -$5.57K ﹤0.01% 461
2022
Q3 		$5K Sell
51
-11,829
-100% -$1.48M ﹤0.01% 352
2022
Q2 		$1.38M Buy
11,880
+450
+4% +$60.7K 0.14% 91
2022
Q1 		$1.8M Buy
+11,430
New +$1.83M 0.15% 87

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

Albion Financial Group's SOXX Position: Q2 2026 in Review

Albion Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 33% in Q2 2026, selling an estimated $508 and leaving 2 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Albion Financial Group first reported a position in SOXX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.82M in Q3 2024. 357 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Albion Financial Group held 2 shares of iShares Semiconductor ETF worth $1.28K as of Q2 2026.
  • Albion Financial Group sold 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
  • iShares Semiconductor ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #584 holding.
  • Albion Financial Group first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 18 quarters since.
  • Albion Financial Group's iShares Semiconductor ETF position peaked at $1.82M in Q3 2024.
  • 357 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.