Aventura Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Aventura Private Wealth’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	$2.46M	Buy	3,842 +3,594	+1,449%	+$1.82M	0.76%	24
2026 Q1	$81.5K	Buy	+248	New	+$84.7K	0.03%	252
2025 Q3	–	Sell	-12	Closed	-$2.86K	–	843
2025 Q2	$2.86K	Sell	12 -15	-56%	-$3.01K	﹤0.01%	593
2025 Q1	$5.08K	Buy	+27	New	+$5.76K	﹤0.01%	529

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aventura Private Wealth's SOXX Position: Q2 2026 in Review

Aventura Private Wealth increased its iShares Semiconductor ETF (SOXX) stake by 1,449% in Q2 2026, buying an estimated $1.82M and bringing the position to 3,842 shares worth $2.46M. The position accounts for 0.76% of the portfolio, ranked #24.

Aventura Private Wealth first reported a position in SOXX in Q1 2025 and has held it in 4 quarters since. 1,180 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Aventura Private Wealth held 3,842 shares of iShares Semiconductor ETF worth $2.46M as of Q2 2026.
Aventura Private Wealth bought 3,594 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.82M.
iShares Semiconductor ETF made up 0.76% of Aventura Private Wealth's portfolio in Q2 2026, its #24 holding.
Aventura Private Wealth first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 4 quarters since.
1,180 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.