Alteri Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Alteri Wealth’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	$2.6M	Buy	4,062 +7	+0.2%	+$3.55K	0.72%	22
2026 Q1	$1.33M	Sell	4,055 -56	-1%	-$19.1K	0.43%	47
2025 Q4	$1.24M	Buy	4,111 +9	+0.2%	+$2.65K	0.4%	53
2025 Q3	$1.11M	Sell	4,102 -16	-0.4%	-$3.99K	0.38%	59
2025 Q2	$983K	Buy	4,118 +32	+0.8%	+$6.41K	0.38%	63
2025 Q1	$769K	Buy	4,086 +817	+25%	+$174K	0.34%	73
2024 Q4	$704K	Buy	+3,269	New	+$729K	0.2%	78

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alteri Wealth's SOXX Position: Q2 2026 in Review

Alteri Wealth increased its iShares Semiconductor ETF (SOXX) stake by 0.17% in Q2 2026, buying an estimated $3.55K and bringing the position to 4,062 shares worth $2.6M. The position accounts for 0.72% of the portfolio, ranked #22.

Alteri Wealth first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Alteri Wealth held 4,062 shares of iShares Semiconductor ETF worth $2.6M as of Q2 2026.
Alteri Wealth bought 7 iShares Semiconductor ETF shares in Q2 2026, an estimated $3.55K.
iShares Semiconductor ETF made up 0.72% of Alteri Wealth's portfolio in Q2 2026, its #22 holding.
Alteri Wealth first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.