Brendel Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Brendel Financial Advisors’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	$1.37M	Sell	2,140 -799	-27%	-$406K	0.63%	45
2026 Q1	$966K	Buy	+2,939	New	+$1M	0.48%	48

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brendel Financial Advisors's SOXX Position: Q2 2026 in Review

Brendel Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 27% in Q2 2026, selling an estimated $406K and leaving 2,140 shares worth $1.37M. The position accounts for 0.63% of the portfolio, ranked #45.

Brendel Financial Advisors first reported a position in SOXX in Q1 2026 and has held it in 2 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Brendel Financial Advisors held 2,140 shares of iShares Semiconductor ETF worth $1.37M as of Q2 2026.
Brendel Financial Advisors sold 799 iShares Semiconductor ETF shares in Q2 2026, an estimated $406K.
iShares Semiconductor ETF made up 0.63% of Brendel Financial Advisors's portfolio in Q2 2026, its #45 holding.
Brendel Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.