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Beacon Financial Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Beacon Financial Planning’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 		$9.61M Sell
14,994
-269
-2% -$137K 3.26% 8
2026
Q1 		$5.02M Buy
15,263
+4,097
+37% +$1.4M 1.94% 15
2025
Q4 		$3.36M Buy
11,166
+172
+2% +$50.7K 1.62% 17
2025
Q3 		$2.98M Buy
10,994
+170
+2% +$42.4K 1.54% 15
2025
Q2 		$2.58M Sell
10,824
-247
-2% -$49.5K 1.44% 16
2025
Q1 		$2.08M Sell
11,071
-874
-7% -$187K 1.2% 17
2024
Q4 		$2.57M Buy
11,945
+550
+5% +$123K 1.5% 16
2024
Q3 		$2.63M Buy
11,395
+3,019
+36% +$694K 1.62% 15
2024
Q2 		$2.07M Buy
8,376
+2,380
+40% +$545K 1.4% 13
2024
Q1 		$1.35M Buy
5,996
+2,873
+92% +$597K 0.95% 13
2023
Q4 		$600K Buy
3,123
+1,707
+121% +$286K 0.47% 19
2023
Q3 		$224K Buy
+1,416
New +$236K 0.19% 29

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

Beacon Financial Planning's SOXX Position: Q2 2026 in Review

Beacon Financial Planning reduced its iShares Semiconductor ETF (SOXX) stake by 1.8% in Q2 2026, selling an estimated $137K and leaving 14,994 shares worth $9.61M. The position accounts for 3.26% of the portfolio, ranked #8.

Beacon Financial Planning first reported a position in SOXX in Q3 2023 and has held it in 12 quarters since. 1,180 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Beacon Financial Planning held 14,994 shares of iShares Semiconductor ETF worth $9.61M as of Q2 2026.
  • Beacon Financial Planning sold 269 iShares Semiconductor ETF shares in Q2 2026, an estimated $137K.
  • iShares Semiconductor ETF made up 3.26% of Beacon Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Beacon Financial Planning first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,180 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.