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

CMH 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 		$16.4M Sell
25,661
-700
-3% -$355K 2.51% 11
2026
Q1 		$8.66M Sell
26,361
-838
-3% -$286K 1.49% 24
2025
Q4 		$8.19M Sell
27,199
-1,155
-4% -$341K 1.75% 24
2025
Q3 		$7.69M Sell
28,354
-559
-2% -$139K 1.64% 26
2025
Q2 		$6.9M Sell
28,913
-413
-1% -$82.8K 1.61% 33
2025
Q1 		$5.52M Sell
29,326
-1
-0% -$214 1.38% 34
2024
Q4 		$6.32M Buy
29,327
+283
+1% +$63.1K 1.45% 32
2024
Q3 		$6.7M Sell
29,044
-15,560
-35% -$3.57M 1.58% 32
2024
Q2 		$11M Buy
44,604
+16
+0% +$3.66K 2.71% 10
2024
Q1 		$10.1M Sell
44,588
-4,318
-9% -$898K 2.56% 12
2023
Q4 		$9.39M Sell
48,906
-609
-1% -$102K 2.28% 17
2023
Q3 		$7.85M Buy
49,515
+231
+0.5% +$38.5K 2.19% 19
2023
Q2 		$8.33M Buy
49,284
+1,035
+2% +$155K 2.24% 18
2023
Q1 		$7.15M Buy
48,249
+279
+0.6% +$38K 2.07% 19
2022
Q4 		$5.56M Sell
47,970
-462
-1% -$53.6K 1.79% 21
2022
Q3 		$5.15M Buy
48,432
+2,559
+6% +$321K 1.89% 19
2022
Q2 		$5.35M Buy
45,873
+2,922
+7% +$394K 1.93% 14
2022
Q1 		$6.78M Buy
42,951
+936
+2% +$150K 2.08% 15
2021
Q4 		$7.59M Buy
42,015
+267
+0.6% +$44.8K 2.29% 13
2021
Q3 		$6.21M Buy
41,748
+615
+1% +$93.5K 2.04% 19
2021
Q2 		$6.23M Sell
41,133
-6,987
-15% -$1,000K 2.08% 20
2021
Q1 		$6.8M Buy
48,120
+306
+0.6% +$41.9K 2.56% 14
2020
Q4 		$6.04M Buy
47,814
+183
+0.4% +$21K 2.21% 15
2020
Q3 		$4.84M Buy
47,631
+1,242
+3% +$121K 2.07% 16
2020
Q2 		$4.19M Buy
46,389
+885
+2% +$71.5K 2% 16
2020
Q1 		$3.11M Buy
+45,504
New +$3.6M 1.82% 20

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

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

CMH Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q2 2026, selling an estimated $355K and leaving 25,661 shares worth $16.4M. The position accounts for 2.51% of the portfolio, ranked #11.

CMH Wealth Management first reported a position in SOXX in Q1 2020 and has held it in 26 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • CMH Wealth Management held 25,661 shares of iShares Semiconductor ETF worth $16.4M as of Q2 2026.
  • CMH Wealth Management sold 700 iShares Semiconductor ETF shares in Q2 2026, an estimated $355K.
  • iShares Semiconductor ETF made up 2.51% of CMH Wealth Management's portfolio in Q2 2026, its #11 holding.
  • CMH Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.