CoreCap Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

CoreCap 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	$985K	Sell	1,538 -902	-37%	-$458K	0.03%	393
2026 Q1	$802K	Sell	2,440 -5,078	-68%	-$1.73M	0.03%	403
2025 Q4	$2.26M	Buy	7,518 +577	+8%	+$170K	0.08%	223
2025 Q3	$1.88M	Buy	6,941 +6,789	+4,466%	+$1.69M	0.07%	245
2025 Q2	$36.3K	Sell	152 -524	-78%	-$105K	﹤0.01%	1379
2025 Q1	$127K	Buy	676 +145	+27%	+$31K	0.01%	822
2024 Q4	$114K	Sell	531 -102	-16%	-$22.8K	0.01%	880
2024 Q3	$146K	Buy	+633	New	+$145K	0.01%	780
2024 Q2	–	Sell	-799	Closed	-$181K	–	2445
2024 Q1	$181K	Buy	+799	New	+$166K	0.01%	657
2022 Q4	$37.2K	Buy	+321	New	+$37.3K	﹤0.01%	1092
2022 Q3	–	Sell	-921	Closed	-$107K	–	1847
2022 Q2	$107K	Buy	+921	New	+$124K	0.01%	666
2022 Q1	–	Sell	-651	Closed	-$118K	–	1850
2021 Q4	$118K	Buy	+651	New	+$109K	0.01%	691

Other funds holding SOXX

WFA

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

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

IFG

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

CCA

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

UAS

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

CoreCap Advisors's SOXX Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 37% in Q2 2026, selling an estimated $458K and leaving 1,538 shares worth $985K. The position accounts for 0.03% of the portfolio, ranked #393.

CoreCap Advisors first reported a position in SOXX in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.26M in Q4 2025. 217 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

CoreCap Advisors held 1,538 shares of iShares Semiconductor ETF worth $985K as of Q2 2026.
CoreCap Advisors sold 902 iShares Semiconductor ETF shares in Q2 2026, an estimated $458K.
iShares Semiconductor ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #393 holding.
CoreCap Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's iShares Semiconductor ETF position peaked at $2.26M in Q4 2025.
217 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.