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

Aprio 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	$8.18M	Sell	12,768 -78	-0.6%	-$39.6K	0.4%	61
2026 Q1	$4.22M	Buy	12,846 +1,782	+16%	+$608K	0.23%	83
2025 Q4	$3.51M	Buy	11,064 +680	+7%	+$201K	0.2%	87
2025 Q3	$2.82M	Buy	10,384 +255	+3%	+$63.6K	0.28%	60
2025 Q2	$2.42M	Sell	10,129 -9,731	-49%	-$1.95M	0.27%	60
2025 Q1	$3.74M	Sell	19,860 -1,035	-5%	-$221K	0.47%	41
2024 Q4	$4.5M	Buy	20,895 +5,767	+38%	+$1.29M	0.66%	29
2024 Q3	$3.49M	Buy	+15,128	New	+$3.48M	0.56%	33

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Aprio Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 0.61% in Q2 2026, selling an estimated $39.6K and leaving 12,768 shares worth $8.18M. The position accounts for 0.4% of the portfolio, ranked #61.

Aprio Wealth Management first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Aprio Wealth Management held 12,768 shares of iShares Semiconductor ETF worth $8.18M as of Q2 2026.
Aprio Wealth Management sold 78 iShares Semiconductor ETF shares in Q2 2026, an estimated $39.6K.
iShares Semiconductor ETF made up 0.4% of Aprio Wealth Management's portfolio in Q2 2026, its #61 holding.
Aprio Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.