Aspect Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Aspect Partners’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	$2.56K	Hold	4	–	–	﹤0.01%	494
2026 Q1	$1.31K	Hold	4	–	–	﹤0.01%	565
2025 Q4	$1.21K	Hold	4	–	–	﹤0.01%	624
2025 Q3	$1.08K	Hold	4	–	–	﹤0.01%	645
2025 Q2	$955	Sell	4 -57	-93%	-$11.4K	﹤0.01%	531
2025 Q1	$11.5K	Hold	61	–	–	0.01%	245
2024 Q4	$13.1K	Hold	61	–	–	0.01%	251
2024 Q3	$14.1K	Buy	61 +21	+53%	+$4.82K	0.01%	229
2024 Q2	$9.87K	Buy	40 +4	+11%	+$915	0.01%	271
2024 Q1	$8.13K	Hold	36	–	–	0.01%	291
2023 Q4	$6.91K	Buy	+36	New	+$6.04K	﹤0.01%	297

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Aspect Partners's SOXX Position: Q2 2026 in Review

Aspect Partners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 4 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Aspect Partners first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.1K in Q3 2024. 317 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Aspect Partners held 4 shares of iShares Semiconductor ETF worth $2.56K as of Q2 2026.
Aspect Partners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #494 holding.
Aspect Partners first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's iShares Semiconductor ETF position peaked at $14.1K in Q3 2024.
317 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.