CX Institutional’s iShares Semiconductor ETF SOXX Stock Holding History

CX Institutional’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	$120K	Buy	187 +8	+4%	+$4.06K	﹤0.01%	828
2026 Q1	$59K	Sell	179 -23	-11%	-$7.85K	﹤0.01%	946
2025 Q4	$61K	Buy	202 +5	+3%	+$1.47K	﹤0.01%	940
2025 Q3	$53K	Sell	197 -1,713	-90%	-$427K	﹤0.01%	926
2025 Q2	$456K	Buy	1,910 +1,874	+5,206%	+$376K	0.02%	392
2025 Q1	$7K	Buy	+36	New	+$7.69K	﹤0.01%	1046
2024 Q4	–	Sell	-1,782	Closed	-$411K	–	587
2024 Q3	$411K	Sell	1,782 -63	-3%	-$14.5K	0.02%	398
2024 Q2	$455K	Sell	1,845 -47	-2%	-$10.8K	0.02%	382
2024 Q1	$427K	Buy	1,892 +1,865	+6,907%	+$388K	0.02%	386
2023 Q4	$5.18K	Buy	+27	New	+$4.53K	﹤0.01%	522
2022 Q4	–	Sell	-27,339	Closed	-$2.9M	–	566
2022 Q3	$2.9M	Buy	27,339 +10,071	+58%	+$1.26M	0.2%	126
2022 Q2	$2.01M	Sell	17,268 -2,922	-14%	-$394K	0.15%	168
2022 Q1	$3.19M	Sell	20,190 -2,562	-11%	-$410K	0.26%	109
2021 Q4	$4.11M	Buy	22,752 +6,873	+43%	+$1.15M	0.33%	96
2021 Q3	$2.36M	Sell	15,879 -1,056	-6%	-$161K	0.19%	125
2021 Q2	$2.56M	Sell	16,935 -27	-0.2%	-$3.86K	0.21%	115
2021 Q1	$2.4M	Sell	16,962 -2,862	-14%	-$392K	0.21%	116
2020 Q4	$2.51M	Buy	19,824 +1,794	+10%	+$206K	0.24%	127
2020 Q3	$1.83M	Sell	18,030 -3,978	-18%	-$389K	0.2%	137
2020 Q2	$1.99M	Sell	22,008 -4,044	-16%	-$327K	0.26%	101
2020 Q1	$1.78M	Buy	+26,052	New	+$2.06M	0.29%	72
2019 Q4	–	Sell	-354	Closed	-$25K	–	765
2019 Q3	$25K	Buy	+354	New	+$24.4K	﹤0.01%	353
2019 Q1	–	Sell	-15	Closed	-$1K	–	818
2018 Q4	$1K	Sell	15 -11,097	-100%	-$609K	﹤0.01%	513
2018 Q3	$685K	Buy	+11,112	New	+$686K	0.23%	95

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CX Institutional's SOXX Position: Q2 2026 in Review

CX Institutional increased its iShares Semiconductor ETF (SOXX) stake by 4.5% in Q2 2026, buying an estimated $4.06K and bringing the position to 187 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

CX Institutional first reported a position in SOXX in Q3 2018 and has held it in 24 quarters since. The position peaked at $4.11M in Q4 2021. 279 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

CX Institutional held 187 shares of iShares Semiconductor ETF worth $120K as of Q2 2026.
CX Institutional bought 8 iShares Semiconductor ETF shares in Q2 2026, an estimated $4.06K.
iShares Semiconductor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #828 holding.
CX Institutional first reported a position in iShares Semiconductor ETF in Q3 2018 and has held it in 24 quarters since.
CX Institutional's iShares Semiconductor ETF position peaked at $4.11M in Q4 2021.
279 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.