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Calton & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Calton & Associates’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 		$551K Sell
860
-530
-38% -$269K 0.08% 219
2026
Q1 		$457K Sell
1,390
-119
-8% -$40.6K 0.07% 251
2025
Q4 		$455K Buy
1,509
+1
+0.1% +$295 0.07% 260
2025
Q3 		$409K Buy
1,508
+123
+9% +$30.7K 0.06% 269
2025
Q2 		$331K Buy
+1,385
New +$278K 0.06% 269
2018
Q1 		– Sell
-234
Closed -$14K – 1139
2017
Q4 		$14K Buy
+234
New +$13.3K ﹤0.01% 981

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

Calton & Associates's SOXX Position: Q2 2026 in Review

Calton & Associates reduced its iShares Semiconductor ETF (SOXX) stake by 38% in Q2 2026, selling an estimated $269K and leaving 860 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #219.

Calton & Associates first reported a position in SOXX in Q4 2017 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Calton & Associates held 860 shares of iShares Semiconductor ETF worth $551K as of Q2 2026.
  • Calton & Associates sold 530 iShares Semiconductor ETF shares in Q2 2026, an estimated $269K.
  • iShares Semiconductor ETF made up 0.08% of Calton & Associates's portfolio in Q2 2026, its #219 holding.
  • Calton & Associates first reported a position in iShares Semiconductor ETF in Q4 2017 and has held it in 6 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.