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

Buttonwood 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	$987K	Sell	1,540 -1	-0.1%	-$508	0.3%	61
2026 Q1	$506K	Hold	1,541	–	–	0.17%	77
2025 Q4	$464K	Hold	1,541	–	–	0.15%	77
2025 Q3	$418K	Hold	1,541	–	–	0.14%	81
2025 Q2	$368K	Sell	1,541 -2	-0.1%	-$401	0.15%	83
2025 Q1	$290K	Hold	1,543	–	–	0.13%	85
2024 Q4	$333K	Hold	1,543	–	–	0.15%	82
2024 Q3	$356K	Sell	1,543 -30	-2%	-$6.89K	0.16%	81
2024 Q2	$388K	Buy	1,573 +29	+2%	+$6.64K	0.18%	78
2024 Q1	$349K	Sell	1,544 -10	-0.6%	-$2.08K	0.16%	85
2023 Q4	$298K	Sell	1,554 -129	-8%	-$21.6K	0.16%	85
2023 Q3	$266K	Hold	1,683	–	–	0.17%	91
2023 Q2	$285K	Hold	1,683	–	–	0.18%	83
2023 Q1	$249K	Buy	+1,683	New	+$229K	0.19%	68

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

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

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

Buttonwood Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 0.06% in Q2 2026, selling an estimated $508 and leaving 1,540 shares worth $987K. The position accounts for 0.3% of the portfolio, ranked #61.

Buttonwood Financial Advisors first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. 269 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Buttonwood Financial Advisors held 1,540 shares of iShares Semiconductor ETF worth $987K as of Q2 2026.
Buttonwood Financial Advisors sold 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 0.3% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #61 holding.
Buttonwood Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
269 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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