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

Avior 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	$4.57M	Sell	7,130 -118	-2%	-$59.9K	0.12%	153
2026 Q1	$2.38M	Buy	7,248 +569	+9%	+$194K	0.07%	227
2025 Q4	$2.01M	Sell	6,679 -28	-0.4%	-$8.26K	0.06%	201
2025 Q3	$1.82M	Sell	6,707 -89	-1%	-$22.2K	0.06%	206
2025 Q2	$1.62M	Sell	6,796 -117	-2%	-$23.4K	0.06%	205
2025 Q1	$1.3M	Sell	6,913 -1,126	-14%	-$240K	0.05%	227
2024 Q4	$1.73M	Sell	8,039 -160	-2%	-$35.7K	0.06%	190
2024 Q3	$1.89M	Sell	8,199 -253	-3%	-$58.1K	0.08%	175
2024 Q2	$2.08M	Sell	8,452 -440	-5%	-$101K	0.09%	159
2024 Q1	$2.01M	Buy	8,892 +2,271	+34%	+$472K	0.09%	156
2023 Q4	$1.27M	Sell	6,621 -1,737	-21%	-$291K	0.08%	169
2023 Q3	$1.32M	Sell	8,358 -2,202	-21%	-$367K	0.09%	155
2023 Q2	$1.79M	Sell	10,560 -5,082	-32%	-$762K	0.12%	134
2023 Q1	$2.32M	Buy	15,642 +333	+2%	+$45.4K	0.16%	114
2022 Q4	$1.78M	Buy	15,309 +14,922	+3,856%	+$1.73M	0.13%	127
2022 Q3	$41K	Hold	387	–	–	﹤0.01%	635
2022 Q2	$45K	Buy	387 +39	+11%	+$5.26K	﹤0.01%	585
2022 Q1	$55K	Buy	348 +174	+100%	+$27.9K	﹤0.01%	583
2021 Q4	$31K	Buy	+174	New	+$29.2K	﹤0.01%	641

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

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

Avior Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 1.6% in Q2 2026, selling an estimated $59.9K and leaving 7,130 shares worth $4.57M. The position accounts for 0.12% of the portfolio, ranked #153.

Avior Wealth Management first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Avior Wealth Management held 7,130 shares of iShares Semiconductor ETF worth $4.57M as of Q2 2026.
Avior Wealth Management sold 118 iShares Semiconductor ETF shares in Q2 2026, an estimated $59.9K.
iShares Semiconductor ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #153 holding.
Avior Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.