Comprehensive Financial Consultants Institutional’s iShares Semiconductor ETF SOXX Stock Holding History

Comprehensive Financial Consultants Institutional’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	$743K	Sell	1,159 -227	-16%	-$115K	0.2%	119
2026 Q1	$456K	Sell	1,386 -732	-35%	-$250K	0.14%	136
2025 Q4	$638K	Hold	2,118	–	–	0.19%	120
2025 Q3	$574K	Hold	2,118	–	–	0.18%	125
2025 Q2	$506K	Buy	2,118 +405	+24%	+$81.2K	0.17%	128
2025 Q1	$322K	Buy	1,713 +472	+38%	+$101K	0.11%	141
2024 Q4	$267K	Buy	+1,241	New	+$277K	0.1%	150

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's SOXX Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares Semiconductor ETF (SOXX) stake by 16% in Q2 2026, selling an estimated $115K and leaving 1,159 shares worth $743K. The position accounts for 0.2% of the portfolio, ranked #119.

Comprehensive Financial Consultants Institutional first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Comprehensive Financial Consultants Institutional held 1,159 shares of iShares Semiconductor ETF worth $743K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 227 iShares Semiconductor ETF shares in Q2 2026, an estimated $115K.
iShares Semiconductor ETF made up 0.2% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #119 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.