Connecticut Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Connecticut Wealth 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	$841K	Buy	1,313 +179	+16%	+$90.9K	0.03%	185
2026 Q1	$373K	Sell	1,134 -1,200	-51%	-$410K	0.02%	256
2025 Q4	$703K	Hold	2,334	–	–	0.03%	192
2025 Q3	$633K	Sell	2,334 -1,203	-34%	-$300K	0.03%	205
2025 Q2	$844K	Sell	3,537 -238	-6%	-$47.7K	0.04%	167
2025 Q1	$710K	Buy	3,775 +241	+7%	+$51.5K	0.04%	180
2024 Q4	$762K	Hold	3,534	–	–	0.04%	151
2024 Q3	$815K	Hold	3,534	–	–	0.04%	174
2024 Q2	$872K	Hold	3,534	–	–	0.05%	164
2024 Q1	$798K	Hold	3,534	–	–	0.04%	171
2023 Q4	$679K	Sell	3,534 -249	-7%	-$41.8K	0.04%	181
2023 Q3	$597K	Sell	3,783 -288	-7%	-$48K	0.04%	160
2023 Q2	$688K	Buy	4,071 +30	+0.7%	+$4.5K	0.05%	124
2023 Q1	$599K	Buy	+4,041	New	+$551K	0.05%	129

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Connecticut Wealth Management's SOXX Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 16% in Q2 2026, buying an estimated $90.9K and bringing the position to 1,313 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #185.

Connecticut Wealth Management first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. The position peaked at $872K in Q2 2024. 556 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Connecticut Wealth Management held 1,313 shares of iShares Semiconductor ETF worth $841K as of Q2 2026.
Connecticut Wealth Management bought 179 iShares Semiconductor ETF shares in Q2 2026, an estimated $90.9K.
iShares Semiconductor ETF made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #185 holding.
Connecticut Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
Connecticut Wealth Management's iShares Semiconductor ETF position peaked at $872K in Q2 2024.
556 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.