Beaird Harris Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Beaird Harris 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	$14.5K	Hold	23	–	–	﹤0.01%	363
2026 Q1	$7.44K	Hold	23	–	–	﹤0.01%	382
2025 Q4	$6.82K	Hold	23	–	–	﹤0.01%	420
2025 Q3	$6.14K	Buy	+23	New	+$5.74K	﹤0.01%	410
2024 Q3	–	Sell	-34	Closed	-$8.51K	–	686
2024 Q2	$8.51K	Buy	34 +10	+42%	+$2.29K	﹤0.01%	389
2024 Q1	$5.52K	Hold	24	–	–	﹤0.01%	381
2023 Q4	$4.69K	Hold	24	–	–	﹤0.01%	389
2023 Q3	$3.84K	Sell	24 -48	-67%	-$7.99K	﹤0.01%	324
2023 Q2	$12.2K	Hold	72	–	–	﹤0.01%	257
2023 Q1	$10.7K	Hold	72	–	–	﹤0.01%	265
2022 Q4	$8.37K	Hold	72	–	–	﹤0.01%	345
2022 Q3	$8K	Buy	72 +24	+50%	+$3.01K	﹤0.01%	308
2022 Q2	$6K	Hold	48	–	–	﹤0.01%	296
2022 Q1	$8K	Buy	48 +18	+60%	+$2.88K	﹤0.01%	371
2021 Q4	$5K	Buy	+30	New	+$5.03K	﹤0.01%	475

Other funds holding SOXX

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

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Beaird Harris Wealth Management's SOXX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 23 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Beaird Harris Wealth Management first reported a position in SOXX in Q4 2021 and has held it in 15 quarters since. 196 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Beaird Harris Wealth Management held 23 shares of iShares Semiconductor ETF worth $14.5K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #363 holding.
Beaird Harris Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 15 quarters since.
196 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.