Allworth Financial’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.44M | Buy |
6,930
+602
| +10% | +$306K | 0.02% | 372 |
|
|
2026
Q1 | $2.08M | Sell |
6,328
-235
| -4% | -$80.2K | 0.01% | 526 |
|
|
2025
Q4 | $1.98M | Sell |
6,563
-33
| -0.5% | -$9.73K | 0.01% | 521 |
|
|
2025
Q3 | $1.79M | Buy |
6,596
+407
| +7% | +$102K | 0.01% | 528 |
|
|
2025
Q2 | $1.48M | Buy |
6,189
+110
| +2% | +$22K | 0.01% | 547 |
|
|
2025
Q1 | $1.11M | Sell |
6,079
-279
| -4% | -$59.6K | 0.01% | 501 |
|
|
2024
Q4 | $1.5M | Buy |
6,358
+1,819
| +40% | +$406K | 0.01% | 458 |
|
|
2024
Q3 | $1.05M | Sell |
4,539
-81
| -2% | -$18.6K | 0.01% | 424 |
|
|
2024
Q2 | $1.09M | Buy |
4,620
+30
| +0.7% | +$6.87K | 0.01% | 413 |
|
|
2024
Q1 | $1.04M | Buy |
4,590
+402
| +10% | +$83.6K | 0.01% | 405 |
|
|
2023
Q4 | $804K | Sell |
4,188
-648
| -13% | -$109K | 0.01% | 440 |
|
|
2023
Q3 | $764K | Sell |
4,836
-600
| -11% | -$99.9K | 0.01% | 414 |
|
|
2023
Q2 | $920K | Sell |
5,436
-4,068
| -43% | -$610K | 0.01% | 398 |
|
|
2023
Q1 | $1.41M | Sell |
9,504
-810
| -8% | -$110K | 0.01% | 310 |
|
|
2022
Q4 | $1.2M | Buy |
10,314
+120
| +1% | +$13.9K | 0.01% | 319 |
|
|
2022
Q3 | $1.08M | Sell |
10,194
-351
| -3% | -$44K | 0.01% | 314 |
|
|
2022
Q2 | $1.23M | Sell |
10,545
-3,573
| -25% | -$482K | 0.02% | 278 |
|
|
2022
Q1 | $2.23M | Sell |
14,118
-519
| -4% | -$83.1K | 0.03% | 209 |
|
|
2021
Q4 | $2.65M | Sell |
14,637
-18,504
| -56% | -$3.1M | 0.04% | 167 |
|
|
2021
Q3 | $4.93M | Buy |
33,141
+32,952
| +17,435% | +$5.01M | 0.08% | 101 |
|
|
2021
Q2 | $29K | Hold |
189
| – | – | ﹤0.01% | 760 |
|
|
2021
Q1 | $27K | Hold |
189
| – | – | ﹤0.01% | 718 |
|
|
2020
Q4 | $24K | Hold |
189
| – | – | ﹤0.01% | 623 |
|
|
2020
Q3 | $19K | Hold |
189
| – | – | ﹤0.01% | 588 |
|
|
2020
Q2 | $17K | Hold |
189
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $13K | Hold |
189
| – | – | ﹤0.01% | 643 |
|
|
2019
Q4 | $16K | Hold |
189
| – | – | ﹤0.01% | 569 |
|
|
2019
Q3 | $13K | Hold |
189
| – | – | ﹤0.01% | 532 |
|
|
2019
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 551 |
|
|
2019
Q1 | $12K | Hold |
189
| – | – | ﹤0.01% | 545 |
|
|
2018
Q4 | $10K | Hold |
189
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $12K | Hold |
189
| – | – | ﹤0.01% | 526 |
|
|
2018
Q2 | $11K | Hold |
189
| – | – | ﹤0.01% | 512 |
|
|
2018
Q1 | $11K | Hold |
189
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $11K | Hold |
189
| – | – | ﹤0.01% | 460 |
|
|
2017
Q3 | $10K | Hold |
189
| – | – | ﹤0.01% | 469 |
|
|
2017
Q2 | $9K | Sell |
189
-219
| -54% | -$10.3K | ﹤0.01% | 493 |
|
|
2017
Q1 | $19K | Buy |
408
+219
| +116% | +$9.55K | ﹤0.01% | 371 |
|
|
2016
Q4 | $8K | Buy |
+189
| New | +$7.3K | ﹤0.01% | 426 |
|
Other funds holding SOXX
Allworth Financial's SOXX Position: Q2 2026 in Review
Allworth Financial increased its iShares Semiconductor ETF (SOXX) stake by 9.5% in Q2 2026, buying an estimated $306K and bringing the position to 6,930 shares worth $4.44M. The position accounts for 0.02% of the portfolio, ranked #372.
Allworth Financial first reported a position in SOXX in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.93M in Q3 2021. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.
- Allworth Financial held 6,930 shares of iShares Semiconductor ETF worth $4.44M as of Q2 2026.
- Allworth Financial bought 602 iShares Semiconductor ETF shares in Q2 2026, an estimated $306K.
- iShares Semiconductor ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #372 holding.
- Allworth Financial first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 39 quarters since.
- Allworth Financial's iShares Semiconductor ETF position peaked at $4.93M in Q3 2021.
- 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.