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

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return