Allie Family Office’s iShares Semiconductor ETF SOXX Stock Holding History

Allie Family Office’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	$1.06M	Buy	1,660 +322	+24%	+$163K	0.4%	40
2026 Q1	$440K	Hold	1,338	–	–	0.19%	64
2025 Q4	$403K	Hold	1,338	–	–	0.19%	66
2025 Q3	$363K	Hold	1,338	–	–	0.17%	67
2025 Q2	$319K	Hold	1,338	–	–	0.16%	61
2025 Q1	$252K	Sell	1,338 -1,191	-47%	-$254K	0.14%	79
2024 Q4	$545K	Hold	2,529	–	–	0.3%	46
2024 Q3	$583K	Hold	2,529	–	–	0.31%	47
2024 Q2	$624K	Hold	2,529	–	–	0.38%	43
2024 Q1	$571K	Sell	2,529 -435	-15%	-$90.4K	0.34%	44
2023 Q4	$569K	Hold	2,964	–	–	0.39%	37
2023 Q3	$470K	Hold	2,964	–	–	0.38%	36
2023 Q2	$501K	Hold	2,964	–	–	0.36%	38
2023 Q1	$439K	Hold	2,964	–	–	0.33%	48
2022 Q4	$344K	Hold	2,964	–	–	0.28%	52
2022 Q3	$315K	Hold	2,964	–	–	0.27%	52
2022 Q2	$345K	Hold	2,964	–	–	0.28%	50
2022 Q1	$468K	Hold	2,964	–	–	0.36%	45
2021 Q4	$536K	Buy	+2,964	New	+$497K	0.42%	47

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

Allie Family Office's SOXX Position: Q2 2026 in Review

Allie Family Office increased its iShares Semiconductor ETF (SOXX) stake by 24% in Q2 2026, buying an estimated $163K and bringing the position to 1,660 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #40.

Allie Family Office first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Allie Family Office held 1,660 shares of iShares Semiconductor ETF worth $1.06M as of Q2 2026.
Allie Family Office bought 322 iShares Semiconductor ETF shares in Q2 2026, an estimated $163K.
iShares Semiconductor ETF made up 0.4% of Allie Family Office's portfolio in Q2 2026, its #40 holding.
Allie Family Office first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.