Angeles Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Angeles Wealth 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	$421K	Hold	657	–	–	0.02%	311
2026 Q1	$216K	Hold	657	–	–	0.01%	390
2025 Q4	$198K	Hold	657	–	–	0.01%	370
2025 Q3	$178K	Hold	657	–	–	0.01%	343
2025 Q2	$157K	Sell	657 -150	-19%	-$30.1K	0.01%	346
2025 Q1	$152K	Hold	807	–	–	0.01%	293
2024 Q4	$174K	Buy	807 +318	+65%	+$70.9K	0.01%	298
2024 Q3	$113K	Sell	489 -201	-29%	-$46.2K	0.01%	279
2024 Q2	$170K	Buy	690 +204	+42%	+$46.7K	0.02%	231
2024 Q1	$110K	Sell	486 -471	-49%	-$97.9K	0.01%	237
2023 Q4	$184K	Buy	957 +672	+236%	+$113K	0.02%	198
2023 Q3	$45K	Hold	285	–	–	0.01%	199
2023 Q2	$48.2K	Buy	285 +150	+111%	+$22.5K	0.01%	202
2023 Q1	$20K	Buy	135 +45	+50%	+$6.13K	﹤0.01%	198
2022 Q4	$10.4K	Sell	90 -135	-60%	-$15.7K	﹤0.01%	206
2022 Q3	$24K	Buy	+225	New	+$28.2K	﹤0.01%	197

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

Angeles Wealth Management's SOXX Position: Q2 2026 in Review

Angeles Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 657 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #311.

Angeles Wealth Management first reported a position in SOXX in Q3 2022 and has held it in 16 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Angeles Wealth Management held 657 shares of iShares Semiconductor ETF worth $421K as of Q2 2026.
Angeles Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #311 holding.
Angeles Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 16 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.