Compass Financial Management’s iShares Semiconductor ETF SOXX Stock Holding History

Compass Financial 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	$155K	Buy	+286	New	+$145K	0.02%	470

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Compass Financial Management's SOXX Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 286 shares worth $155K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings.

1,130 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Compass Financial Management held 286 shares of iShares Semiconductor ETF worth $155K as of Q2 2026.
iShares Semiconductor ETF was a new Compass Financial Management position in Q2 2026.
iShares Semiconductor ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #470 holding.
1,130 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.