Barnes Dennig Private Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Barnes Dennig Private 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	$102K	Sell	159 -41	-21%	-$20.8K	0.08%	119
2026 Q1	$65.7K	Buy	200 +109	+120%	+$37.2K	0.07%	136
2025 Q4	$27.4K	Hold	91	–	–	0.03%	184
2025 Q3	$24.7K	Buy	+91	New	+$22.7K	0.03%	180

Other funds holding SOXX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Barnes Dennig Private Wealth Management's SOXX Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 21% in Q2 2026, selling an estimated $20.8K and leaving 159 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #119.

Barnes Dennig Private Wealth Management first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Barnes Dennig Private Wealth Management held 159 shares of iShares Semiconductor ETF worth $102K as of Q2 2026.
Barnes Dennig Private Wealth Management sold 41 iShares Semiconductor ETF shares in Q2 2026, an estimated $20.8K.
iShares Semiconductor ETF made up 0.08% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #119 holding.
Barnes Dennig Private Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.