Cypress Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History

Cypress Wealth Services’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	$1.25M	Buy	1,945 +128	+7%	+$65K	0.15%	110
2026 Q1	$597K	Buy	1,817 +65	+4%	+$22.2K	0.08%	191
2025 Q4	$528K	Hold	1,752	–	–	0.07%	205
2025 Q3	$475K	Sell	1,752 -70	-4%	-$17.5K	0.08%	187
2025 Q2	$435K	Buy	1,822 +114	+7%	+$22.8K	0.08%	189
2025 Q1	$321K	Buy	1,708 +78	+5%	+$16.7K	0.07%	207
2024 Q4	$351K	Hold	1,630	–	–	0.07%	186
2024 Q3	$376K	Buy	1,630 +374	+30%	+$85.9K	0.08%	187
2024 Q2	$310K	Buy	1,256 +182	+17%	+$41.7K	0.07%	189
2024 Q1	$243K	Hold	1,074	–	–	0.06%	223
2023 Q4	$206K	Buy	+1,074	New	+$180K	0.05%	229

Other funds holding SOXX

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

Cypress Wealth Services's SOXX Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Semiconductor ETF (SOXX) stake by 7% in Q2 2026, buying an estimated $65K and bringing the position to 1,945 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #110.

Cypress Wealth Services first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Cypress Wealth Services held 1,945 shares of iShares Semiconductor ETF worth $1.25M as of Q2 2026.
Cypress Wealth Services bought 128 iShares Semiconductor ETF shares in Q2 2026, an estimated $65K.
iShares Semiconductor ETF made up 0.15% of Cypress Wealth Services's portfolio in Q2 2026, its #110 holding.
Cypress Wealth Services first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
353 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.