Certified Advisory Corp’s iShares Semiconductor ETF SOXX Stock Holding History

Certified Advisory Corp’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	$617K	Sell	963 -18	-2%	-$9.14K	0.05%	206
2026 Q1	$322K	Buy	981 +54	+6%	+$18.4K	0.03%	258
2025 Q4	$279K	Sell	927 -11	-1%	-$3.24K	0.03%	273
2025 Q3	$254K	Buy	938 +1	+0.1%	+$249	0.02%	281
2025 Q2	$224K	Buy	+937	New	+$188K	0.02%	287
2025 Q1	–	Sell	-935	Closed	-$202K	–	306
2024 Q4	$202K	Sell	935 -2	-0.2%	-$446	0.02%	292
2024 Q3	$216K	Buy	937 +27	+3%	+$6.2K	0.02%	282
2024 Q2	$224K	Buy	+910	New	+$208K	0.03%	265
2021 Q2	–	Sell	-1,068	Closed	-$151K	–	652
2021 Q1	$151K	Buy	+1,068	New	+$146K	0.04%	214
2020 Q2	$39K	Hold	435	–	–	0.01%	338
2020 Q1	$30K	Hold	435	–	–	0.01%	350
2019 Q4	$36K	Hold	435	–	–	0.01%	365
2019 Q3	$31K	Hold	435	–	–	0.01%	394
2019 Q2	$29K	Buy	435 +135	+45%	+$8.82K	0.01%	411
2019 Q1	$19K	Buy	+300	New	+$17.7K	0.01%	465

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Certified Advisory Corp's SOXX Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Semiconductor ETF (SOXX) stake by 1.8% in Q2 2026, selling an estimated $9.14K and leaving 963 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #206.

Certified Advisory Corp first reported a position in SOXX in Q1 2019 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Certified Advisory Corp held 963 shares of iShares Semiconductor ETF worth $617K as of Q2 2026.
Certified Advisory Corp sold 18 iShares Semiconductor ETF shares in Q2 2026, an estimated $9.14K.
iShares Semiconductor ETF made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #206 holding.
Certified Advisory Corp first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 15 quarters since.
392 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.