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Apella Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Apella Capital’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 		$1.35M Buy
2,441
+70
+3% +$35.5K 0.02% 324
2026
Q1 		$986K Buy
2,371
+300
+14% +$102K 0.01% 369
2025
Q4 		$624K Buy
2,071
+89
+4% +$26.2K 0.01% 327
2025
Q3 		$573K Buy
1,982
+1
+0.1% +$249 0.01% 307
2025
Q2 		$473K Sell
1,981
-50
-2% -$10K 0.01% 300
2025
Q1 		$373K Buy
2,031
+51
+3% +$10.9K 0.01% 280
2024
Q4 		$427K Buy
1,980
+5
+0.3% +$1.11K 0.02% 247
2024
Q3 		$449K Buy
1,975
+24
+1% +$5.51K 0.02% 224
2024
Q2 		$506K Buy
1,951
+1
+0.1% +$229 0.02% 201
2024
Q1 		$438K Buy
1,950
+165
+9% +$34.3K 0.02% 202
2023
Q4 		$321K Hold
1,785
– – 0.02% 232
2023
Q3 		$282K Sell
1,785
-348
-16% -$57.9K 0.02% 223
2023
Q2 		$360K Buy
+2,133
New +$320K 0.03% 195
2022
Q4 		$203K Buy
+1,752
New +$203K 0.02% 227
2022
Q3 		– Sell
-1,737
Closed -$202K – 219
2022
Q2 		$202K Buy
1,737
+423
+32% +$57K 0.02% 211
2022
Q1 		$207K Buy
+1,314
New +$210K 0.03% 201

Other funds holding SOXX

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Apella Capital's SOXX Position: Q2 2026 in Review

Apella Capital increased its iShares Semiconductor ETF (SOXX) stake by 3% in Q2 2026, buying an estimated $35.5K and bringing the position to 2,441 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #324.

Apella Capital first reported a position in SOXX in Q1 2022 and has held it in 16 quarters since. 219 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Apella Capital held 2,441 shares of iShares Semiconductor ETF worth $1.35M as of Q2 2026.
  • Apella Capital bought 70 iShares Semiconductor ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Semiconductor ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #324 holding.
  • Apella Capital first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 16 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.