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Balboa Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Balboa Wealth Partners’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 		$614K Buy
959
+20
+2% +$10.2K 0.08% 202
2026
Q1 		$309K Sell
939
-110
-10% -$37.5K 0.05% 304
2025
Q4 		$316K Buy
+1,049
New +$309K 0.05% 282
2025
Q3 		– Sell
-2,128
Closed -$508K – 428
2025
Q2 		$508K Buy
+2,128
New +$426K 0.1% 157

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

Balboa Wealth Partners's SOXX Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 2.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 959 shares worth $614K. The position accounts for 0.08% of the portfolio, ranked #202.

Balboa Wealth Partners first reported a position in SOXX in Q2 2025 and has held it in 4 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Balboa Wealth Partners held 959 shares of iShares Semiconductor ETF worth $614K as of Q2 2026.
  • Balboa Wealth Partners bought 20 iShares Semiconductor ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Semiconductor ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Balboa Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.