Comprehensive Financial Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Comprehensive Financial Planning’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	$5.01M	Buy	7,820 +913	+13%	+$464K	2.67%	8
2026 Q1	$2.27M	Buy	6,907 +394	+6%	+$134K	1.57%	18
2025 Q4	$1.96M	Buy	6,513 +139	+2%	+$41K	1.3%	23
2025 Q3	$1.73M	Buy	6,374 +418	+7%	+$104K	1.18%	25
2025 Q2	$1.42M	Buy	5,956 +2,370	+66%	+$475K	1.12%	26
2025 Q1	$675K	Sell	3,586 -5,839	-62%	-$1.25M	0.66%	37
2024 Q4	$2.03M	Buy	+9,425	New	+$2.1M	1.72%	15

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 Planning's SOXX Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Semiconductor ETF (SOXX) stake by 13% in Q2 2026, buying an estimated $464K and bringing the position to 7,820 shares worth $5.01M. The position accounts for 2.67% of the portfolio, ranked #8.

Comprehensive Financial Planning first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Comprehensive Financial Planning held 7,820 shares of iShares Semiconductor ETF worth $5.01M as of Q2 2026.
Comprehensive Financial Planning bought 913 iShares Semiconductor ETF shares in Q2 2026, an estimated $464K.
iShares Semiconductor ETF made up 2.67% of Comprehensive Financial Planning's portfolio in Q2 2026, its #8 holding.
Comprehensive Financial Planning first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.