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American Institute for Advanced Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

American Institute for Advanced Investment Management’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 		$905K Buy
1,413
+245
+21% +$124K 0.52% 60
2026
Q1 		$384K Sell
1,168
-15
-1% -$5.12K 0.25% 104
2025
Q4 		$356K Hold
1,183
– – 0.23% 105
2025
Q3 		$321K Buy
1,183
+40
+3% +$9.98K 0.21% 110
2025
Q2 		$273K Sell
1,143
-396
-26% -$79.4K 0.19% 116
2025
Q1 		$290K Sell
1,539
-80
-5% -$17.1K 0.22% 110
2024
Q4 		$349K Sell
1,619
-45
-3% -$10K 0.26% 94
2024
Q3 		$384K Hold
1,664
– – 0.27% 92
2024
Q2 		$410K Hold
1,664
– – 0.31% 84
2024
Q1 		$376K Buy
1,664
+53
+3% +$11K 0.3% 91
2023
Q4 		$309K Hold
1,611
– – 0.27% 89
2023
Q3 		$254K Hold
1,611
– – 0.24% 100
2023
Q2 		$272K Buy
1,611
+255
+19% +$38.2K 0.24% 100
2023
Q1 		$201K Buy
+1,356
New +$185K 0.21% 96

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Commonwealth Equity Services
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

American Institute for Advanced Investment Management's SOXX Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its iShares Semiconductor ETF (SOXX) stake by 21% in Q2 2026, buying an estimated $124K and bringing the position to 1,413 shares worth $905K. The position accounts for 0.52% of the portfolio, ranked #60.

American Institute for Advanced Investment Management first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • American Institute for Advanced Investment Management held 1,413 shares of iShares Semiconductor ETF worth $905K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 245 iShares Semiconductor ETF shares in Q2 2026, an estimated $124K.
  • iShares Semiconductor ETF made up 0.52% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #60 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.