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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 Sell
2,834
-8,003
-74% -$1.6M 0.03% 436
2025
Q1 		$2.04M Buy
10,837
+811
+8% +$173K 0.06% 311
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 -$15K – 1775
2014
Q4 		$15K 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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 20 quarters since. The position peaked at $3.41M in Q3 2024. 1,185 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 20 quarters since.
  • B. Riley Wealth Advisors's iShares Semiconductor ETF position peaked at $3.41M in Q3 2024.
  • 1,185 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.