Cascade Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cascade Financial Partners’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	$384K	Buy	+600	New	+$305K	0.03%	201
2026 Q1	–	Sell	-1,000	Closed	-$301K	–	283
2025 Q4	$301K	Hold	1,000	–	–	0.03%	204
2025 Q3	$271K	Hold	1,000	–	–	0.03%	216
2025 Q2	$239K	Buy	+1,000	New	+$200K	0.03%	231
2025 Q1	–	Sell	-1,000	Closed	-$215K	–	254
2024 Q4	$215K	Hold	1,000	–	–	0.03%	235
2024 Q3	$228K	Buy	+1,000	New	+$230K	0.03%	225

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

Cascade Financial Partners's SOXX Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 600 shares worth $384K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in SOXX as recently as Q4 2025.

Cascade Financial Partners first reported a position in SOXX in Q3 2024 and has held it in 6 quarters since. 1,187 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cascade Financial Partners held 600 shares of iShares Semiconductor ETF worth $384K as of Q2 2026.
iShares Semiconductor ETF was a new Cascade Financial Partners position in Q2 2026.
iShares Semiconductor ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #201 holding.
Cascade Financial Partners first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 6 quarters since.
1,187 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.