Capital Analysts LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Analysts 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	$499K	Buy	780 +403	+107%	+$205K	0.01%	493
2026 Q1	$124K	Hold	377	–	–	﹤0.01%	746
2025 Q4	$114K	Buy	377 +1	+0.3%	+$295	﹤0.01%	737
2025 Q3	$102K	Hold	376	–	–	﹤0.01%	731
2025 Q2	$90K	Hold	376	–	–	﹤0.01%	696
2025 Q1	$70K	Sell	376 -151	-29%	-$32.2K	﹤0.01%	722
2024 Q4	$114K	Buy	527 +203	+63%	+$45.3K	﹤0.01%	586
2024 Q3	$75K	Sell	324 -793	-71%	-$182K	﹤0.01%	644
2024 Q2	$276K	Buy	1,117 +308	+38%	+$70.5K	0.01%	411
2024 Q1	$182K	Buy	809 +557	+221%	+$116K	0.01%	462
2023 Q4	$48K	Hold	252	–	–	﹤0.01%	660
2023 Q3	$40K	Hold	252	–	–	﹤0.01%	659
2023 Q2	$43K	Hold	252	–	–	﹤0.01%	613
2023 Q1	$37K	Sell	252 -159	-39%	-$21.7K	﹤0.01%	636
2022 Q4	$48K	Buy	411 +114	+38%	+$13.2K	﹤0.01%	631
2022 Q3	$31K	Sell	297 -45	-13%	-$5.64K	﹤0.01%	650
2022 Q2	$40K	Buy	342 +15	+5%	+$2.02K	﹤0.01%	599
2022 Q1	$52K	Sell	327 -30	-8%	-$4.8K	﹤0.01%	541
2021 Q4	$64K	Buy	357 +60	+20%	+$10.1K	﹤0.01%	530
2021 Q3	$44K	Buy	297 +24	+9%	+$3.65K	﹤0.01%	595
2021 Q2	$41K	Sell	273 -168	-38%	-$24K	﹤0.01%	584
2021 Q1	$62K	Buy	441 +189	+75%	+$25.9K	﹤0.01%	553
2020 Q4	$32K	Sell	252 -9,600	-97%	-$1.1M	﹤0.01%	463
2020 Q3	$1M	Sell	9,852 -1,425	-13%	-$139K	0.1%	158
2020 Q2	$1.02M	Buy	11,277 +8,400	+292%	+$679K	0.11%	151
2020 Q1	$197K	Buy	2,877 +2,625	+1,042%	+$208K	0.02%	210
2019 Q4	$21K	Hold	252	–	–	﹤0.01%	488
2019 Q3	$17K	Hold	252	–	–	﹤0.01%	486
2019 Q2	$17K	Hold	252	–	–	﹤0.01%	474
2019 Q1	$15K	Buy	+252	New	+$14.9K	﹤0.01%	467

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

Capital Analysts LLC's SOXX Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Semiconductor ETF (SOXX) stake by 107% in Q2 2026, buying an estimated $205K and bringing the position to 780 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #493.

Capital Analysts LLC first reported a position in SOXX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.02M in Q2 2020. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Capital Analysts LLC held 780 shares of iShares Semiconductor ETF worth $499K as of Q2 2026.
Capital Analysts LLC bought 403 iShares Semiconductor ETF shares in Q2 2026, an estimated $205K.
iShares Semiconductor ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #493 holding.
Capital Analysts LLC first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 30 quarters since.
Capital Analysts LLC's iShares Semiconductor ETF position peaked at $1.02M in Q2 2020.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.