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

Axxcess 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 		$233K Buy
+364
New +$185K ﹤0.01% 952
2025
Q4 		– Sell
-1,331
Closed -$361K – 1092
2025
Q3 		$361K Sell
1,331
-192
-13% -$47.9K 0.01% 702
2025
Q2 		$363K Sell
1,523
-50
-3% -$10K 0.01% 670
2025
Q1 		$296K Buy
1,573
+1
+0.1% +$214 0.01% 686
2024
Q4 		$339K Sell
1,572
-18
-1% -$4.01K 0.01% 644
2024
Q3 		$367K Buy
+1,590
New +$365K 0.01% 635
2024
Q2 		– Sell
-999
Closed -$226K – 934
2024
Q1 		$226K Sell
999
-405
-29% -$84.2K 0.01% 772
2023
Q4 		$270K Sell
1,404
-48
-3% -$8.05K 0.01% 676
2023
Q3 		$229K Sell
1,452
-2,385
-62% -$397K 0.01% 687
2023
Q2 		$649K Sell
3,837
-939
-20% -$141K 0.05% 294
2023
Q1 		$708K Sell
4,776
-702
-13% -$95.7K 0.05% 293
2022
Q4 		$635K Buy
5,478
+3,468
+173% +$403K 0.05% 312
2022
Q3 		$214K Sell
2,010
-33
-2% -$4.14K 0.02% 484
2022
Q2 		$238K Sell
2,043
-4,707
-70% -$635K 0.02% 453
2022
Q1 		$1.06M Sell
6,750
-4,659
-41% -$746K 0.08% 207
2021
Q4 		$2.06M Buy
+11,409
New +$1.91M 0.15% 119

Other funds holding SOXX

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 364 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SOXX as recently as Q3 2025.

Axxcess Wealth Management first reported a position in SOXX in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.06M in Q4 2021. 652 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Axxcess Wealth Management held 364 shares of iShares Semiconductor ETF worth $233K as of Q2 2026.
  • iShares Semiconductor ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Axxcess Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 16 quarters since.
  • Axxcess Wealth Management's iShares Semiconductor ETF position peaked at $2.06M in Q4 2021.
  • 652 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.