Cladis Investment Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Cladis Investment Advisory’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	$312K	Buy	+487	New	+$247K	0.15%	131
2023 Q2	–	Sell	-1,425	Closed	-$211K	–	143
2023 Q1	$211K	Buy	+1,425	New	+$194K	0.19%	124

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

Cladis Investment Advisory's SOXX Position: Q2 2026 in Review

Cladis Investment Advisory opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 487 shares worth $312K. The stake represents 0.15% of the portfolio and ranks #131 among its holdings. This is a return to the name: Cladis Investment Advisory previously reported a position in SOXX as recently as Q1 2023.

Cladis Investment Advisory first reported a position in SOXX in Q1 2023 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cladis Investment Advisory held 487 shares of iShares Semiconductor ETF worth $312K as of Q2 2026.
iShares Semiconductor ETF was a new Cladis Investment Advisory position in Q2 2026.
iShares Semiconductor ETF made up 0.15% of Cladis Investment Advisory's portfolio in Q2 2026, its #131 holding.
Cladis Investment Advisory first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 2 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.