CWM
SOXX icon

Chicago Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Chicago Wealth Management’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 		$22.5M Sell
35,178
-10,800
-23% -$5.48M 8% 1
2026
Q1 		$15.1M Sell
45,978
-56
-0.1% -$19.1K 6.03% 2
2025
Q4 		$13.9M Buy
46,034
+647
+1% +$191K 5.57% 4
2025
Q3 		$12.3M Buy
45,387
+43,684
+2,565% +$10.9M 5.36% 5
2025
Q2 		$406K Sell
1,703
-1,471
-46% -$295K 0.19% 42
2025
Q1 		$597K Sell
3,174
-76
-2% -$16.2K 0.31% 34
2024
Q4 		$700K Sell
3,250
-11,538
-78% -$2.57M 0.36% 33
2024
Q3 		$3.41M Sell
14,788
-30,358
-67% -$6.97M 1.82% 19
2024
Q2 		$11.1M Buy
45,146
+1,244
+3% +$285K 6.4% 1
2024
Q1 		$9.92M Sell
43,902
-4,107
-9% -$854K 5.89% 5
2023
Q4 		$9.22M Buy
+48,009
New +$8.06M 6.3% 5
2023
Q2 		– Sell
-34,020
Closed -$5.04M – 45
2023
Q1 		$5.04M Buy
+34,020
New +$4.64M 4.01% 10
2022
Q2 		– Sell
-48,741
Closed -$7.69M – 44
2022
Q1 		$7.69M Sell
48,741
-948
-2% -$152K 5.16% 11
2021
Q4 		$8.98M Buy
49,689
+1,803
+4% +$302K 6.02% 4
2021
Q3 		$7.12M Buy
+47,886
New +$7.28M 5.19% 9

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chicago Wealth Management's SOXX Position: Q2 2026 in Review

Chicago Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 23% in Q2 2026, selling an estimated $5.48M and leaving 35,178 shares worth $22.5M. The position accounts for 8% of the portfolio, ranked #1.

Chicago Wealth Management first reported a position in SOXX in Q3 2021 and has held it in 15 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Chicago Wealth Management held 35,178 shares of iShares Semiconductor ETF worth $22.5M as of Q2 2026.
  • Chicago Wealth Management sold 10,800 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.48M.
  • iShares Semiconductor ETF made up 8% of Chicago Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Chicago Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 15 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.