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

Avondale 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	–	Sell	-18,723	Closed	-$6.15M	–	73
2026 Q1	$6.15M	Sell	18,723 -17,200	-48%	-$5.87M	3.02%	9
2025 Q4	$10.8M	Sell	35,923 -7,338	-17%	-$2.16M	5.56%	6
2025 Q3	$11.7M	Sell	43,261 -1,535	-3%	-$383K	6.25%	6
2025 Q2	$10.7M	Buy	44,796 +37,671	+529%	+$7.55M	5.97%	5
2025 Q1	$1.34M	Buy	7,125 +4,300	+152%	+$918K	0.84%	19
2024 Q4	$609K	Sell	2,825 -1,996	-41%	-$445K	0.39%	30
2024 Q3	$1.11M	Buy	4,821 +3,110	+182%	+$714K	0.72%	19
2024 Q2	$422K	Buy	1,711 +1,300	+316%	+$298K	0.29%	33
2024 Q1	$92.9K	Buy	+411	New	+$85.5K	0.07%	66

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

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

Avondale Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 18,723 shares — an estimated $6.15M sold.

Avondale Wealth Management first reported a position in SOXX in Q1 2024 and held it in 9 quarters. The position peaked at $11.7M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Avondale Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Avondale Wealth Management sold 18,723 iShares Semiconductor ETF shares in Q2 2026, an estimated $6.15M.
Avondale Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 9 quarters.
Avondale Wealth Management's iShares Semiconductor ETF position peaked at $11.7M in Q3 2025.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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