Core Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Core Wealth Partners’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	$336K	Buy	+524	New	+$266K	0.14%	127

Other funds holding SOXX

Mirae Asset Global Investments

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Core Wealth Partners's SOXX Position: Q2 2026 in Review

Core Wealth Partners opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 524 shares worth $336K. The stake represents 0.14% of the portfolio and ranks #127 among its holdings.

356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Core Wealth Partners held 524 shares of iShares Semiconductor ETF worth $336K as of Q2 2026.
iShares Semiconductor ETF was a new Core Wealth Partners position in Q2 2026.
iShares Semiconductor ETF made up 0.14% of Core Wealth Partners's portfolio in Q2 2026, its #127 holding.
356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.