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Curi RMB Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Curi RMB Capital’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 		$406K Hold
634
– – 0.01% 664
2026
Q1 		$208K Buy
+634
New +$216K ﹤0.01% 823
2025
Q2 		– Sell
-2,416
Closed -$455K – 682
2025
Q1 		$455K Sell
2,416
-35,976
-94% -$7.68M 0.01% 396
2024
Q4 		$8.27M Buy
+38,392
New +$8.56M 0.19% 151

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

Curi RMB Capital's SOXX Position: Q2 2026 in Review

Curi RMB Capital held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 634 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #664.

Curi RMB Capital first reported a position in SOXX in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.27M in Q4 2024. 1,189 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Curi RMB Capital held 634 shares of iShares Semiconductor ETF worth $406K as of Q2 2026.
  • Curi RMB Capital left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #664 holding.
  • Curi RMB Capital first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 4 quarters since.
  • Curi RMB Capital's iShares Semiconductor ETF position peaked at $8.27M in Q4 2024.
  • 1,189 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.