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Concurrent Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Concurrent Investment Advisors’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 		$12.8M Buy
19,927
+4,873
+32% +$2.47M 0.11% 201
2026
Q1 		$4.95M Sell
15,054
-509
-3% -$174K 0.05% 363
2025
Q4 		$4.69M Buy
15,563
+1,396
+10% +$412K 0.05% 349
2025
Q3 		$3.84M Buy
14,167
+3,616
+34% +$902K 0.07% 291
2025
Q2 		$2.52M Sell
10,551
-3
-0% -$601 0.05% 374
2025
Q1 		$1.99M Buy
10,554
+1,672
+19% +$357K 0.05% 366
2024
Q4 		$1.91M Buy
8,882
+491
+6% +$110K 0.05% 333
2024
Q3 		$1.93M Buy
8,391
+4,919
+142% +$1.13M 0.06% 320
2024
Q2 		$856K Sell
3,472
-2,901
-46% -$664K 0.03% 468
2024
Q1 		$1.44M Buy
6,373
+3,529
+124% +$734K 0.06% 303
2023
Q4 		$546K Buy
+2,844
New +$477K 0.03% 480

Other funds holding SOXX

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's SOXX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 32% in Q2 2026, buying an estimated $2.47M and bringing the position to 19,927 shares worth $12.8M. The position accounts for 0.11% of the portfolio, ranked #201.

Concurrent Investment Advisors first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Concurrent Investment Advisors held 19,927 shares of iShares Semiconductor ETF worth $12.8M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,873 iShares Semiconductor ETF shares in Q2 2026, an estimated $2.47M.
  • iShares Semiconductor ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Concurrent Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.