AWA
SOXX icon

Arkadios Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Arkadios Wealth Advisors’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 		$2.11M Buy
3,288
+291
+10% +$148K 0.03% 517
2026
Q1 		$985K Buy
2,997
+55
+2% +$18.8K 0.02% 792
2025
Q4 		$886K Buy
2,942
+856
+41% +$252K 0.02% 751
2025
Q3 		$566K Buy
2,086
+73
+4% +$18.2K 0.01% 882
2025
Q2 		$481K Buy
2,013
+7
+0.3% +$1.4K 0.01% 858
2025
Q1 		$377K Buy
2,006
+1,005
+100% +$215K 0.01% 813
2024
Q4 		$216K Sell
1,001
-76
-7% -$17K 0.01% 837
2024
Q3 		$248K Sell
1,077
-550
-34% -$126K 0.01% 777
2024
Q2 		$401K Sell
1,627
-260
-14% -$59.5K 0.03% 540
2024
Q1 		$426K Buy
1,887
+99
+6% +$20.6K 0.03% 422
2023
Q4 		$343K Sell
1,788
-351
-16% -$58.9K 0.03% 477
2023
Q3 		$338K Sell
2,139
-252
-11% -$42K 0.03% 450
2023
Q2 		$404K Buy
2,391
+471
+25% +$70.6K 0.05% 361
2023
Q1 		$285K Sell
1,920
-123
-6% -$16.8K 0.03% 451
2022
Q4 		$237K Buy
2,043
+66
+3% +$7.66K 0.03% 467
2022
Q3 		$210K Sell
1,977
-219
-10% -$27.5K 0.03% 475
2022
Q2 		$256K Sell
2,196
-552
-20% -$74.4K 0.04% 436
2022
Q1 		$434K Sell
2,748
-1,677
-38% -$269K 0.06% 344
2021
Q4 		$800K Sell
4,425
-1,611
-27% -$270K 0.11% 221
2021
Q3 		$897K Buy
6,036
+705
+13% +$107K 0.13% 178
2021
Q2 		$807K Buy
5,331
+5,121
+2,439% +$733K 0.1% 239
2021
Q1 		$29K Buy
210
+72
+52% +$9.85K ﹤0.01% 859
2020
Q4 		$17K Sell
138
-3,201
-96% -$367K ﹤0.01% 811
2020
Q3 		$363K Sell
3,339
-1,386
-29% -$135K 0.18% 120
2020
Q2 		$442K Buy
+4,725
New +$382K 0.25% 94
2020
Q1 		– Sell
-123
Closed -$10.9K – 1290
2019
Q4 		$10.9K Buy
+123
New +$9.46K 0.01% 573

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arkadios Wealth Advisors's SOXX Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 9.7% in Q2 2026, buying an estimated $148K and bringing the position to 3,288 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #517.

Arkadios Wealth Advisors first reported a position in SOXX in Q4 2019 and has held it in 26 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Arkadios Wealth Advisors held 3,288 shares of iShares Semiconductor ETF worth $2.11M as of Q2 2026.
  • Arkadios Wealth Advisors bought 291 iShares Semiconductor ETF shares in Q2 2026, an estimated $148K.
  • iShares Semiconductor ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #517 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.