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

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 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. 1,190 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.
1,190 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.