Annex Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Annex Advisory 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	$1.49M	Buy	2,323 +128	+6%	+$65K	0.03%	176
2026 Q1	$721K	Buy	2,195 +55	+3%	+$18.8K	0.01%	209
2025 Q4	$645K	Buy	+2,140	New	+$631K	0.01%	219
2024 Q1	–	Sell	-2,427	Closed	-$466K	–	301
2023 Q4	$466K	Buy	+2,427	New	+$407K	0.02%	179
2020 Q2	–	Sell	-4,560	Closed	-$312K	–	133
2020 Q1	$312K	Buy	+4,560	New	+$361K	0.04%	99

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

Annex Advisory Services's SOXX Position: Q2 2026 in Review

Annex Advisory Services increased its iShares Semiconductor ETF (SOXX) stake by 5.8% in Q2 2026, buying an estimated $65K and bringing the position to 2,323 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #176.

Annex Advisory Services first reported a position in SOXX in Q1 2020 and has held it in 5 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Annex Advisory Services held 2,323 shares of iShares Semiconductor ETF worth $1.49M as of Q2 2026.
Annex Advisory Services bought 128 iShares Semiconductor ETF shares in Q2 2026, an estimated $65K.
iShares Semiconductor ETF made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #176 holding.
Annex Advisory Services first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 5 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.