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Bogart Wealth LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Bogart Wealth LLC’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 		$64.1K Hold
100
– – ﹤0.01% 486
2026
Q1 		$32.9K Hold
100
– – ﹤0.01% 603
2025
Q4 		$30.1K Hold
100
– – ﹤0.01% 582
2025
Q3 		$27.1K Hold
100
– – ﹤0.01% 589
2025
Q2 		$23.9K Buy
+100
New +$20K ﹤0.01% 588
2022
Q2 		– Sell
-135
Closed -$21K – 974
2022
Q1 		$21K Hold
135
– – ﹤0.01% 382
2021
Q4 		$24K Hold
135
– – ﹤0.01% 346
2021
Q3 		$20K Buy
+135
New +$20.5K ﹤0.01% 360

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

Bogart Wealth LLC's SOXX Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 100 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Bogart Wealth LLC first reported a position in SOXX in Q3 2021 and has held it in 8 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of iShares Semiconductor ETF worth $64.1K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #486 holding.
  • Bogart Wealth LLC first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 8 quarters since.
  • 1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.