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Benjamin Edwards Inc’s iShares Semiconductor ETF SOXX Stock Holding History

Benjamin Edwards Inc’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 		$5.53M Sell
8,623
-7,902
-48% -$4.01M 0.05% 329
2026
Q1 		$5.44M Buy
16,525
+1,016
+7% +$347K 0.05% 318
2025
Q4 		$4.67M Buy
15,509
+622
+4% +$183K 0.05% 323
2025
Q3 		$4.04M Buy
14,887
+232
+2% +$57.9K 0.05% 341
2025
Q2 		$3.5M Buy
14,655
+5,834
+66% +$1.17M 0.04% 345
2025
Q1 		$1.66M Sell
8,821
-2,188
-20% -$467K 0.02% 455
2024
Q4 		$2.37M Buy
11,009
+3,941
+56% +$879K 0.03% 406
2024
Q3 		$1.63M Buy
+7,068
New +$1.62M 0.02% 471
2023
Q1 		– Sell
-6
Closed -$1K – 751
2022
Q4 		$1K Sell
6
-18
-75% -$2.09K ﹤0.01% 708
2022
Q3 		$3K Sell
24
-459
-95% -$57.6K ﹤0.01% 642
2022
Q2 		$56K Sell
483
-27
-5% -$3.64K 0.02% 420
2022
Q1 		$80K Buy
510
+27
+6% +$4.32K 0.02% 401
2021
Q4 		$87K Sell
483
-12
-2% -$2.01K 0.03% 363
2021
Q3 		$74K Sell
495
-9
-2% -$1.37K 0.05% 259
2021
Q2 		$76K Buy
504
+9
+2% +$1.29K 0.05% 243
2021
Q1 		$70K Buy
495
+9
+2% +$1.23K 0.05% 238
2020
Q4 		$61K Buy
+486
New +$55.8K 0.05% 233

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

Benjamin Edwards Inc's SOXX Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Semiconductor ETF (SOXX) stake by 48% in Q2 2026, selling an estimated $4.01M and leaving 8,623 shares worth $5.53M. The position accounts for 0.05% of the portfolio, ranked #329.

Benjamin Edwards Inc first reported a position in SOXX in Q4 2020 and has held it in 17 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Benjamin Edwards Inc held 8,623 shares of iShares Semiconductor ETF worth $5.53M as of Q2 2026.
  • Benjamin Edwards Inc sold 7,902 iShares Semiconductor ETF shares in Q2 2026, an estimated $4.01M.
  • iShares Semiconductor ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #329 holding.
  • Benjamin Edwards Inc first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 17 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.