Commonwealth Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Commonwealth Financial Services’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	$8.9M	Sell	13,895 -2,447	-15%	-$1.24M	1.2%	13
2026 Q1	$5.37M	Sell	16,342 -1,859	-10%	-$635K	0.85%	30
2025 Q4	$5.48M	Sell	18,201 -2,336	-11%	-$689K	0.9%	31
2025 Q3	$5.57M	Sell	20,537 -10,527	-34%	-$2.63M	0.95%	30
2025 Q2	$7.41M	Buy	+31,064	New	+$6.23M	1.43%	20
2024 Q4	–	Sell	-1,081	Closed	-$242K	–	195
2024 Q3	$242K	Sell	1,081 -276	-20%	-$63.4K	0.05%	174
2024 Q2	$352K	Buy	+1,357	New	+$311K	0.07%	121

Other funds holding SOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Commonwealth Financial Services's SOXX Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q2 2026, selling an estimated $1.24M and leaving 13,895 shares worth $8.9M. The position accounts for 1.2% of the portfolio, ranked #13.

Commonwealth Financial Services first reported a position in SOXX in Q2 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Commonwealth Financial Services held 13,895 shares of iShares Semiconductor ETF worth $8.9M as of Q2 2026.
Commonwealth Financial Services sold 2,447 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.24M.
iShares Semiconductor ETF made up 1.2% of Commonwealth Financial Services's portfolio in Q2 2026, its #13 holding.
Commonwealth Financial Services first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.