Cresta Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Cresta 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	$465K	Hold	726	–	–	0.17%	44
2026 Q1	$239K	Hold	726	–	–	0.1%	51
2025 Q4	$219K	Sell	726 -274	-27%	-$80.8K	0.09%	52
2025 Q3	$271K	Buy	1,000 +61	+6%	+$15.2K	0.12%	45
2025 Q2	$224K	Sell	939 -273	-23%	-$54.7K	0.11%	46
2025 Q1	$228K	Hold	1,212	–	–	0.12%	46
2024 Q4	$279K	Hold	1,212	–	–	0.15%	46
2024 Q3	$279K	Sell	1,212 -23,602	-95%	-$5.42M	0.15%	46
2024 Q2	$6.12M	Buy	24,814 +567	+2%	+$130K	3.63%	10
2024 Q1	$5.48M	Buy	24,247 +475	+2%	+$98.8K	3.47%	10
2023 Q4	$4.57M	Buy	23,772 +558	+2%	+$93.6K	3.04%	11
2023 Q3	$3.67M	Buy	23,214 +633	+3%	+$105K	2.84%	12
2023 Q2	$3.82M	Buy	22,581 +5,886	+35%	+$883K	2.97%	12
2023 Q1	$2.47M	Buy	16,695 +4,494	+37%	+$612K	1.93%	12
2022 Q4	$1.42M	Sell	12,201 -6,624	-35%	-$769K	1.23%	11
2022 Q3	$2M	Buy	+18,825	New	+$2.36M	2.47%	11

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

Cresta Advisors's SOXX Position: Q2 2026 in Review

Cresta Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 726 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #44.

Cresta Advisors first reported a position in SOXX in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.12M in Q2 2024. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cresta Advisors held 726 shares of iShares Semiconductor ETF worth $465K as of Q2 2026.
Cresta Advisors left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.17% of Cresta Advisors's portfolio in Q2 2026, its #44 holding.
Cresta Advisors first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 16 quarters since.
Cresta Advisors's iShares Semiconductor ETF position peaked at $6.12M in Q2 2024.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.