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

Diversify 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	$18.3M	Buy	35,355 +19,266	+120%	+$9.78M	0.31%	65
2026 Q1	$7.24M	Buy	+16,089	New	+$5.49M	0.13%	171

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

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

Diversify Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 120% in Q2 2026, buying an estimated $9.78M and bringing the position to 35,355 shares worth $18.3M. The position accounts for 0.31% of the portfolio, ranked #65.

Diversify Wealth Management first reported a position in SOXX in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Diversify Wealth Management held 35,355 shares of iShares Semiconductor ETF worth $18.3M as of Q2 2026.
Diversify Wealth Management bought 19,266 iShares Semiconductor ETF shares in Q2 2026, an estimated $9.78M.
iShares Semiconductor ETF made up 0.31% of Diversify Wealth Management's portfolio in Q2 2026, its #65 holding.
Diversify Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.