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 Q3	$3.25M	Sell	17,154 -24,531	-59%	-$4.38M	0.58%	35
2026 Q2	$8.9M	Sell	41,685 -7,341	-15%	-$1.24M	1.2%	13
2026 Q1	$5.37M	Sell	49,026 -5,577	-10%	-$635K	0.85%	30
2025 Q4	$5.48M	Sell	54,603 -7,008	-11%	-$689K	0.9%	31
2025 Q3	$5.57M	Sell	61,611 -31,581	-34%	-$2.63M	0.95%	30
2025 Q2	$7.41M	Buy	+93,192	New	+$6.23M	1.43%	20
2024 Q4	–	Sell	-3,243	Closed	-$242K	–	195
2024 Q3	$242K	Sell	3,243 -828	-20%	-$63.4K	0.05%	174
2024 Q2	$352K	Buy	+4,071	New	+$311K	0.07%	121

Other funds holding SOXX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Financial Services's SOXX Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares Semiconductor ETF (SOXX) stake by 59% in Q3 2026, selling an estimated $4.38M and leaving 17,154 shares worth $3.25M. The position accounts for 0.58% of the portfolio, ranked #35.

Commonwealth Financial Services first reported a position in SOXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.9M in Q2 2026. 799 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Commonwealth Financial Services held 17,154 shares of iShares Semiconductor ETF worth $3.25M as of Q3 2026.
Commonwealth Financial Services sold 24,531 iShares Semiconductor ETF shares in Q3 2026, an estimated $4.38M.
iShares Semiconductor ETF made up 0.58% of Commonwealth Financial Services's portfolio in Q3 2026, its #35 holding.
Commonwealth Financial Services first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 8 quarters since.
Commonwealth Financial Services's iShares Semiconductor ETF position peaked at $8.9M in Q2 2026.
799 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.