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Clearstead Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Clearstead Advisors’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 		$2.14M Buy
3,342
+2,515
+304% +$1.28M 0.02% 371
2026
Q1 		$272K Buy
827
+591
+250% +$202K ﹤0.01% 898
2025
Q4 		$71.2K Sell
236
-66
-22% -$19.5K ﹤0.01% 1244
2025
Q3 		$81.9K Hold
302
– – ﹤0.01% 1110
2025
Q2 		$72.1K Buy
302
+86
+40% +$17.2K ﹤0.01% 1165
2025
Q1 		$40.6K Buy
216
+150
+227% +$32K ﹤0.01% 1221
2024
Q4 		$14.2K Sell
66
-55
-45% -$12.3K ﹤0.01% 1483
2024
Q3 		$27.9K Buy
121
+55
+83% +$12.6K ﹤0.01% 1342
2024
Q2 		$16.3K Hold
66
– – ﹤0.01% 1435
2024
Q1 		$14.6K Hold
66
– – ﹤0.01% 995
2023
Q4 		$12.7K Hold
66
– – ﹤0.01% 1022
2023
Q3 		$10.4K Hold
66
– – ﹤0.01% 989
2023
Q2 		$11.2K Buy
+66
New +$9.9K ﹤0.01% 975
2022
Q4 		– Sell
-600
Closed -$64K – 1370
2022
Q3 		$64K Hold
600
– – 0.01% 565
2022
Q2 		$70K Hold
600
– – 0.01% 553
2022
Q1 		$95K Buy
+600
New +$96.1K 0.01% 560
2020
Q4 		– Sell
-297
Closed -$30K – 1017
2020
Q3 		$30K Buy
+297
New +$29K ﹤0.01% 541

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

Clearstead Advisors's SOXX Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Semiconductor ETF (SOXX) stake by 304% in Q2 2026, buying an estimated $1.28M and bringing the position to 3,342 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #371.

Clearstead Advisors first reported a position in SOXX in Q3 2020 and has held it in 17 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Clearstead Advisors held 3,342 shares of iShares Semiconductor ETF worth $2.14M as of Q2 2026.
  • Clearstead Advisors bought 2,515 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.28M.
  • iShares Semiconductor ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #371 holding.
  • Clearstead Advisors first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 17 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.