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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Semiconductor ETF SOXX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$155K Buy
+286
New +$145K 0.02% 470

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UBS Group
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HIIFS
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AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
DCM
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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
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HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SOXX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 286 shares worth $155K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings.

955 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 286 shares of iShares Semiconductor ETF worth $155K as of Q2 2026.
  • iShares Semiconductor ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Semiconductor ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #470 holding.
  • 955 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.