Creative Planning
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Creative Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Creative Planning’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
2020
Q2 		– Sell
-600
Closed -$1K – 2120
2020
Q1 		$1K Buy
600
+300
+100% +$23.8K ﹤0.01% 1856
2019
Q4 		$7K Hold
300
– – ﹤0.01% 1928
2019
Q3 		$3K Hold
300
– – ﹤0.01% 1940
2019
Q2 		$3K Buy
+300
New +$19.6K ﹤0.01% 1971

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's SOXX Position: Q2 2026 in Review

Creative Planning increased its iShares Semiconductor ETF (SOXX) stake by 15% in Q2 2026, buying an estimated $1.78M and bringing the position to 26,652 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #576.

Creative Planning first reported a position in SOXX in Q1 2014 and has held it in 46 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Creative Planning held 26,652 shares of iShares Semiconductor ETF worth $17.1M as of Q2 2026.
  • Creative Planning bought 3,502 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.78M.
  • iShares Semiconductor ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #576 holding.
  • Creative Planning first reported a position in iShares Semiconductor ETF in Q1 2014 and has held it in 46 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.