Dale Q Rice Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Dale Q Rice Investment 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	$614K	Hold	959	–	–	0.33%	33
2026 Q1	$315K	Sell	959 -44	-4%	-$15K	0.24%	54
2025 Q4	$302K	Hold	1,003	–	–	0.22%	57
2025 Q3	$291K	Sell	1,003 -100	-9%	-$24.9K	0.21%	58
2025 Q2	$271K	Sell	1,103 -1,028	-48%	-$206K	0.22%	59
2025 Q1	$401K	Hold	2,131	–	–	0.21%	59
2024 Q4	$459K	Buy	+2,131	New	+$475K	0.2%	56

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

Dale Q Rice Investment Management's SOXX Position: Q2 2026 in Review

Dale Q Rice Investment Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 959 shares worth $614K. The position accounts for 0.33% of the portfolio, ranked #33.

Dale Q Rice Investment Management first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,178 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Dale Q Rice Investment Management held 959 shares of iShares Semiconductor ETF worth $614K as of Q2 2026.
Dale Q Rice Investment Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.33% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #33 holding.
Dale Q Rice Investment Management first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,178 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.