Capstone Wealth Management Group (Oregon)’s iShares Semiconductor ETF SOXX Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$3.16M	Sell	4,927 -68	-1%	-$34.5K	1.9%	16
2026 Q1	$1.64M	Sell	4,995 -1	-0%	-$341	1.01%	30
2025 Q4	$1.5M	Sell	4,996 -4	-0.1%	-$1.18K	0.91%	31
2025 Q3	$1.36M	Sell	5,000 -160	-3%	-$39.9K	0.87%	33
2025 Q2	$1.23M	Sell	5,160 -777	-13%	-$156K	0.9%	35
2025 Q1	$1.12M	Sell	5,937 -1,795	-23%	-$383K	0.89%	33
2024 Q4	$1.67M	Buy	+7,732	New	+$1.72M	1.27%	25

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

Capstone Wealth Management Group (Oregon)'s SOXX Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its iShares Semiconductor ETF (SOXX) stake by 1.4% in Q2 2026, selling an estimated $34.5K and leaving 4,927 shares worth $3.16M. The position accounts for 1.9% of the portfolio, ranked #16.

Capstone Wealth Management Group (Oregon) first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 4,927 shares of iShares Semiconductor ETF worth $3.16M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 68 iShares Semiconductor ETF shares in Q2 2026, an estimated $34.5K.
iShares Semiconductor ETF made up 1.9% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #16 holding.
Capstone Wealth Management Group (Oregon) first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.