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Analyst IMS Investment Management Services’s iShares Semiconductor ETF SOXX Stock Holding History

Analyst IMS Investment Management Services’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 		$366M Buy
571,693
+370,157
+184% +$188M 8.51% 4
2026
Q1 		$66.2M Buy
201,536
+45,105
+29% +$15.4M 2.01% 6
2025
Q4 		$47.1M Sell
156,431
-2,680
-2% -$790K 1.37% 9
2025
Q3 		$43.1M Buy
159,111
+6,953
+5% +$1.73M 1.34% 11
2025
Q2 		$36.3M Buy
152,158
+9,265
+6% +$1.86M 1.24% 10
2025
Q1 		$26.9M Buy
142,893
+26,418
+23% +$5.64M 1.05% 9
2024
Q4 		$25.1M Buy
116,475
+7,067
+6% +$1.58M 0.92% 11
2024
Q3 		$25.2M Buy
109,408
+37,052
+51% +$8.51M 0.97% 10
2024
Q2 		$17.8M Buy
72,356
+5,376
+8% +$1.23M 0.73% 15
2024
Q1 		$15.1M Buy
66,980
+8,231
+14% +$1.71M 0.66% 14
2023
Q4 		$11.3M Buy
+58,749
New +$9.86M 0.59% 17
2023
Q1 		– Sell
-58,194
Closed -$6.76M – 103
2022
Q4 		$6.76M Buy
58,194
+204
+0.4% +$23.7K 0.58% 17
2022
Q3 		$6.27M Buy
57,990
+24,945
+75% +$3.13M 0.61% 19
2022
Q2 		$3.85M Hold
33,045
– – 0.37% 26
2022
Q1 		$5.21M Hold
33,045
– – 0.46% 24
2021
Q4 		$5.99M Buy
33,045
+6,900
+26% +$1.16M 0.57% 22
2021
Q3 		$3.89M Sell
26,145
-150
-0.6% -$22.8K 0.48% 26
2021
Q2 		$3.98M Hold
26,295
– – 0.48% 26
2021
Q1 		$3.72M Buy
26,295
+16,290
+163% +$2.23M 0.5% 26
2020
Q4 		$1.26M Hold
10,005
– – 0.21% 51
2020
Q3 		$1.02M Buy
+10,005
New +$978K 0.21% 51

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Analyst IMS Investment Management Services's SOXX Position: Q2 2026 in Review

Analyst IMS Investment Management Services increased its iShares Semiconductor ETF (SOXX) stake by 184% in Q2 2026, buying an estimated $188M and bringing the position to 571,693 shares worth $366M. The position accounts for 8.51% of the portfolio, ranked #4.

Analyst IMS Investment Management Services first reported a position in SOXX in Q3 2020 and has held it in 21 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Analyst IMS Investment Management Services held 571,693 shares of iShares Semiconductor ETF worth $366M as of Q2 2026.
  • Analyst IMS Investment Management Services bought 370,157 iShares Semiconductor ETF shares in Q2 2026, an estimated $188M.
  • iShares Semiconductor ETF made up 8.51% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #4 holding.
  • Analyst IMS Investment Management Services first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 21 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.