Clear Investment Research’s iShares Semiconductor ETF SOXX Stock Holding History

Clear Investment Research’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	$318K	Sell	496 -13	-3%	-$6.6K	0.49%	49
2026 Q1	$167K	Buy	+509	New	+$174K	0.26%	62
2025 Q4	–	Sell	-476	Closed	-$129K	–	203
2025 Q3	$129K	Hold	476	–	–	0.17%	80
2025 Q2	$114K	Hold	476	–	–	0.14%	82
2025 Q1	$89.6K	Hold	476	–	–	0.12%	84
2024 Q4	$103K	Hold	476	–	–	0.13%	78
2024 Q3	$110K	Buy	476 +65	+16%	+$14.9K	0.14%	75
2024 Q2	$101K	Buy	411 +48	+13%	+$11K	0.13%	74
2024 Q1	$82K	Hold	363	–	–	0.11%	82
2023 Q4	$69.7K	Hold	363	–	–	0.1%	94
2023 Q3	$57.3K	Buy	363 +60	+20%	+$9.99K	0.1%	86
2023 Q2	$51.2K	Buy	303 +129	+74%	+$19.3K	0.09%	88
2023 Q1	$25.8K	Buy	174 +153	+729%	+$20.9K	0.05%	104
2022 Q4	$2K	Buy	+21	New	+$2.44K	﹤0.01%	151

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

Clear Investment Research's SOXX Position: Q2 2026 in Review

Clear Investment Research reduced its iShares Semiconductor ETF (SOXX) stake by 2.6% in Q2 2026, selling an estimated $6.6K and leaving 496 shares worth $318K. The position accounts for 0.49% of the portfolio, ranked #49.

Clear Investment Research first reported a position in SOXX in Q4 2022 and has held it in 14 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Clear Investment Research held 496 shares of iShares Semiconductor ETF worth $318K as of Q2 2026.
Clear Investment Research sold 13 iShares Semiconductor ETF shares in Q2 2026, an estimated $6.6K.
iShares Semiconductor ETF made up 0.49% of Clear Investment Research's portfolio in Q2 2026, its #49 holding.
Clear Investment Research first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.