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Conservest Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Conservest Capital 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 		$9.8M Buy
15,290
+1,128
+8% +$573K 0.78% 24
2026
Q1 		$4.65M Buy
14,162
+11,607
+454% +$3.96M 0.42% 29
2025
Q4 		$769K Buy
2,555
+84
+3% +$24.8K 0.07% 70
2025
Q3 		$670K Buy
2,471
+168
+7% +$41.9K 0.06% 68
2025
Q2 		$550K Sell
2,303
-1,947
-46% -$390K 0.05% 69
2025
Q1 		$800K Buy
4,250
+2,886
+212% +$616K 0.08% 56
2024
Q4 		$294K Buy
+1,364
New +$304K 0.03% 90

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

Conservest Capital Advisors's SOXX Position: Q2 2026 in Review

Conservest Capital Advisors increased its iShares Semiconductor ETF (SOXX) stake by 8% in Q2 2026, buying an estimated $573K and bringing the position to 15,290 shares worth $9.8M. The position accounts for 0.78% of the portfolio, ranked #24.

Conservest Capital Advisors first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Conservest Capital Advisors held 15,290 shares of iShares Semiconductor ETF worth $9.8M as of Q2 2026.
  • Conservest Capital Advisors bought 1,128 iShares Semiconductor ETF shares in Q2 2026, an estimated $573K.
  • iShares Semiconductor ETF made up 0.78% of Conservest Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Conservest Capital Advisors first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.