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Capital Investment Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Investment Advisory Services’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 		$2.33M Sell
3,643
-218
-6% -$111K 0.14% 166
2026
Q1 		$1.27M Buy
3,861
+180
+5% +$61.4K 0.09% 223
2025
Q4 		$1.11M Sell
3,681
-146
-4% -$43.1K 0.08% 243
2025
Q3 		$1.04M Sell
3,827
-31
-0.8% -$7.73K 0.08% 241
2025
Q2 		$921K Buy
3,858
+54
+1% +$10.8K 0.08% 239
2025
Q1 		$716K Sell
3,804
-64
-2% -$13.7K 0.06% 260
2024
Q4 		$834K Sell
3,868
-32
-0.8% -$7.14K 0.08% 215
2024
Q3 		$899K Buy
3,900
+175
+5% +$40.2K 0.09% 213
2024
Q2 		$919K Buy
3,725
+449
+14% +$103K 0.09% 206
2024
Q1 		$740K Buy
3,276
+24
+0.7% +$4.99K 0.08% 232
2023
Q4 		$625K Sell
3,252
-384
-11% -$64.4K 0.06% 247
2023
Q3 		$574K Sell
3,636
-960
-21% -$160K 0.06% 257
2023
Q2 		$777K Sell
4,596
-225
-5% -$33.7K 0.08% 211
2023
Q1 		$715K Buy
4,821
+48
+1% +$6.54K 0.08% 206
2022
Q4 		$554K Buy
4,773
+3,216
+207% +$373K 0.07% 247
2022
Q3 		$165K Buy
1,557
+1,539
+8,550% +$193K 0.02% 452
2022
Q2 		$2K Hold
18
– – ﹤0.01% 799
2022
Q1 		$3K Buy
+18
New +$2.88K ﹤0.01% 806

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Capital Investment Advisory Services's SOXX Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Semiconductor ETF (SOXX) stake by 5.6% in Q2 2026, selling an estimated $111K and leaving 3,643 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #166.

Capital Investment Advisory Services first reported a position in SOXX in Q1 2022 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Capital Investment Advisory Services held 3,643 shares of iShares Semiconductor ETF worth $2.33M as of Q2 2026.
  • Capital Investment Advisory Services sold 218 iShares Semiconductor ETF shares in Q2 2026, an estimated $111K.
  • iShares Semiconductor ETF made up 0.14% of Capital Investment Advisory Services's portfolio in Q2 2026, its #166 holding.
  • Capital Investment Advisory Services first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 18 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.