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 Q2	$967K	Buy	1,509 +116	+8%	+$58.9K	0.04%	343
2026 Q1	$458K	Buy	1,393 +104	+8%	+$35.5K	0.02%	470
2025 Q4	$388K	Buy	1,289 +260	+25%	+$76.7K	0.02%	483
2025 Q3	$279K	Sell	1,029 -59	-5%	-$14.7K	0.02%	552
2025 Q2	$260K	Buy	+1,088	New	+$218K	0.02%	549
2025 Q1	–	Sell	-996	Closed	-$215K	–	616
2024 Q4	$215K	Buy	996 +6	+0.6%	+$1.34K	0.01%	545
2024 Q3	$228K	Hold	990	–	–	0.02%	516
2024 Q2	$244K	Sell	990 -81	-8%	-$18.5K	0.02%	475
2024 Q1	$242K	Sell	1,071 -225	-17%	-$46.8K	0.02%	478
2023 Q4	$249K	Buy	+1,296	New	+$217K	0.02%	452
2019 Q1	–	Sell	-9,201	Closed	-$489K	–	522
2018 Q4	$489K	Buy	+9,201	New	+$505K	0.1%	198

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cornerstone Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 8.3% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,509 shares worth $967K. The position accounts for 0.04% of the portfolio, ranked #343.

Cornerstone Wealth Management first reported a position in SOXX in Q4 2018 and has held it in 11 quarters since. 1,186 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cornerstone Wealth Management held 1,509 shares of iShares Semiconductor ETF worth $967K as of Q2 2026.
Cornerstone Wealth Management bought 116 iShares Semiconductor ETF shares in Q2 2026, an estimated $58.9K.
iShares Semiconductor ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #343 holding.
Cornerstone Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 11 quarters since.
1,186 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.