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Dakota Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Dakota Wealth Management’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 		$1.02M Sell
1,595
-60
-4% -$30.5K 0.02% 425
2026
Q1 		$544K Buy
1,655
+44
+3% +$15K 0.01% 525
2025
Q4 		$485K Buy
1,611
+275
+21% +$81.1K 0.01% 565
2025
Q3 		$362K Sell
1,336
-88
-6% -$21.9K 0.01% 533
2025
Q2 		$340K Buy
1,424
+207
+17% +$41.5K 0.01% 585
2025
Q1 		$229K Buy
1,217
+68
+6% +$14.5K 0.01% 680
2024
Q4 		$248K Sell
1,149
-150
-12% -$33.5K 0.01% 668
2024
Q3 		$300K Buy
1,299
+99
+8% +$22.7K 0.01% 594
2024
Q2 		$296K Hold
1,200
– – 0.01% 585
2024
Q1 		$271K Buy
+1,200
New +$249K 0.01% 604

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

Dakota Wealth Management's SOXX Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 3.6% in Q2 2026, selling an estimated $30.5K and leaving 1,595 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #425.

Dakota Wealth Management first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Dakota Wealth Management held 1,595 shares of iShares Semiconductor ETF worth $1.02M as of Q2 2026.
  • Dakota Wealth Management sold 60 iShares Semiconductor ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Semiconductor ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Dakota Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.