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

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 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. 220 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.
220 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.