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Belpointe Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Belpointe Asset 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 		$1.62M Buy
2,530
+1,847
+270% +$938K 0.05% 330
2026
Q1 		$224K Buy
683
+4
+0.6% +$1.36K 0.01% 966
2025
Q4 		$204K Buy
+679
New +$200K 0.01% 967
2024
Q3 		– Sell
-6,143
Closed -$1.52M – 982
2024
Q2 		$1.52M Buy
+6,143
New +$1.41M 0.11% 190
2023
Q4 		– Sell
-2,757
Closed -$436K – 760
2023
Q3 		$436K Buy
2,757
+1,086
+65% +$181K 0.05% 365
2023
Q2 		$283K Sell
1,671
-708
-30% -$106K 0.03% 473
2023
Q1 		$353K Buy
2,379
+174
+8% +$23.7K 0.02% 685
2022
Q4 		$256K Sell
2,205
-84
-4% -$9.75K 0.02% 782
2022
Q3 		$243K Sell
2,289
-735
-24% -$92.2K 0.02% 759
2022
Q2 		$352K Sell
3,024
-2,028
-40% -$273K 0.02% 620
2022
Q1 		$796K Buy
5,052
+3,213
+175% +$515K 0.05% 395
2021
Q4 		$332K Buy
1,839
+798
+77% +$134K 0.02% 665
2021
Q3 		$155K Buy
1,041
+3
+0.3% +$456 0.01% 966
2021
Q2 		$157K Sell
1,038
-2,715
-72% -$388K 0.01% 932
2021
Q1 		$530K Sell
3,753
-93
-2% -$12.7K 0.05% 417
2020
Q4 		$486K Buy
3,846
+2,286
+147% +$262K 0.04% 411
2020
Q3 		$158K Sell
1,560
-1,425
-48% -$139K 0.02% 622
2020
Q2 		$270K Buy
2,985
+846
+40% +$68.4K 0.04% 437
2020
Q1 		$146K Buy
2,139
+819
+62% +$64.8K 0.03% 507
2019
Q4 		$111K Buy
+1,320
New +$101K 0.01% 745
2018
Q4 		– Sell
-1,815
Closed -$112K – 617
2018
Q3 		$112K Buy
+1,815
New +$112K 0.02% 613
2018
Q1 		– Sell
-10,824
Closed -$613K – 458
2017
Q4 		$613K Buy
10,824
+2,133
+25% +$121K 0.13% 178
2017
Q3 		$459K Buy
+8,691
New +$432K 0.11% 213

Other funds holding SOXX

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Belpointe Asset Management's SOXX Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares Semiconductor ETF (SOXX) stake by 270% in Q2 2026, buying an estimated $938K and bringing the position to 2,530 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #330.

Belpointe Asset Management first reported a position in SOXX in Q3 2017 and has held it in 23 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Belpointe Asset Management held 2,530 shares of iShares Semiconductor ETF worth $1.62M as of Q2 2026.
  • Belpointe Asset Management bought 1,847 iShares Semiconductor ETF shares in Q2 2026, an estimated $938K.
  • iShares Semiconductor ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #330 holding.
  • Belpointe Asset Management first reported a position in iShares Semiconductor ETF in Q3 2017 and has held it in 23 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.