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

Cornerstone 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 Q3	$876K	Buy	4,620 +93	+2%	+$16.6K	0.04%	363
2026 Q2	$967K	Buy	4,527 +348	+8%	+$58.9K	0.04%	343
2026 Q1	$458K	Buy	4,179 +312	+8%	+$35.5K	0.02%	470
2025 Q4	$388K	Buy	3,867 +780	+25%	+$76.7K	0.02%	483
2025 Q3	$279K	Sell	3,087 -177	-5%	-$14.7K	0.02%	552
2025 Q2	$260K	Buy	+3,264	New	+$218K	0.02%	549
2025 Q1	–	Sell	-2,988	Closed	-$215K	–	616
2024 Q4	$215K	Buy	2,988 +18	+0.6%	+$1.34K	0.01%	545
2024 Q3	$228K	Hold	2,970	–	–	0.02%	516
2024 Q2	$244K	Sell	2,970 -243	-8%	-$18.5K	0.02%	475
2024 Q1	$242K	Sell	3,213 -675	-17%	-$46.8K	0.02%	478
2023 Q4	$249K	Buy	+3,888	New	+$217K	0.02%	452
2019 Q1	–	Sell	-27,603	Closed	-$489K	–	522
2018 Q4	$489K	Buy	+27,603	New	+$505K	0.1%	198

Other funds holding SOXX

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cornerstone Wealth Management's SOXX Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 2.1% in Q3 2026, buying an estimated $16.6K and bringing the position to 4,620 shares worth $876K. The position accounts for 0.04% of the portfolio, ranked #363.

Cornerstone Wealth Management first reported a position in SOXX in Q4 2018 and has held it in 12 quarters since. The position peaked at $967K in Q2 2026. 921 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Cornerstone Wealth Management held 4,620 shares of iShares Semiconductor ETF worth $876K as of Q3 2026.
Cornerstone Wealth Management bought 93 iShares Semiconductor ETF shares in Q3 2026, an estimated $16.6K.
iShares Semiconductor ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #363 holding.
Cornerstone Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 12 quarters since.
Cornerstone Wealth Management's iShares Semiconductor ETF position peaked at $967K in Q2 2026.
921 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.