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B. Riley Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

B. Riley Wealth Advisors’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 		$329K Buy
+536
New +$272K 0.02% 597
2026
Q1 		– Sell
-3,060
Closed -$921K – 1093
2025
Q4 		$921K Sell
3,060
-13
-0.4% -$3.83K 0.04% 363
2025
Q3 		$833K Buy
3,073
+239
+8% +$59.6K 0.04% 382
2025
Q2 		$676K Buy
+2,834
New +$568K 0.03% 436
2024
Q4 		$2.16M Sell
10,026
-4,807
-32% -$1.07M 0.07% 264
2024
Q3 		$3.41M Buy
14,833
+8,800
+146% +$2.02M 0.09% 209
2024
Q2 		$1.49M Buy
6,033
+4,130
+217% +$945K 0.04% 419
2024
Q1 		$905K Sell
1,903
-2,003
-51% -$416K 0.02% 556
2023
Q4 		$750K Sell
3,906
-1,803
-32% -$303K 0.02% 630
2023
Q3 		$905K Buy
5,709
+1,377
+32% +$229K 0.02% 556
2023
Q2 		$733K Sell
4,332
-1,410
-25% -$211K 0.02% 683
2023
Q1 		$851K Sell
5,742
-357
-6% -$48.7K 0.02% 590
2022
Q4 		$707K Buy
6,099
+2,172
+55% +$252K 0.02% 658
2022
Q3 		$418K Sell
3,927
-1,812
-32% -$227K 0.01% 838
2022
Q2 		$670K Sell
5,739
-3,516
-38% -$474K 0.03% 548
2022
Q1 		$1.46M Buy
9,255
+246
+3% +$39.4K 0.05% 371
2021
Q4 		$1.63M Buy
+9,009
New +$1.51M 0.05% 395
2015
Q1 		– Sell
-480
Closed -$15 – 1775
2014
Q4 		$15 Buy
+480
New +$14.1K ﹤0.01% 2678
2014
Q3 		– Sell
-96
Closed -$2.77K – 1709
2014
Q2 		$2.77K Buy
+96
New +$2.59K ﹤0.01% 2180

Other funds holding SOXX

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

B. Riley Wealth Advisors's SOXX Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 536 shares worth $329K. The stake represents 0.02% of the portfolio and ranks #597 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SOXX as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in SOXX in Q2 2014 and has held it in 19 quarters since. The position peaked at $3.41M in Q3 2024. 220 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • B. Riley Wealth Advisors held 536 shares of iShares Semiconductor ETF worth $329K as of Q2 2026.
  • iShares Semiconductor ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • iShares Semiconductor ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #597 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2014 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's iShares Semiconductor ETF position peaked at $3.41M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.