Dynamic Advisor Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Dynamic Advisor Solutions’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	$13.8M	Sell	21,586 -381	-2%	-$193K	0.39%	59
2026 Q1	$7.22M	Sell	21,967 -435	-2%	-$148K	0.23%	98
2025 Q4	$6.75M	Sell	22,402 -1,209	-5%	-$357K	0.22%	102
2025 Q3	$6.4M	Sell	23,611 -323	-1%	-$80.6K	0.19%	121
2025 Q2	$5.71M	Sell	23,934 -2,393	-9%	-$480K	0.18%	141
2025 Q1	$4.95M	Sell	26,327 -371	-1%	-$79.2K	0.16%	155
2024 Q4	$5.75M	Buy	26,698 +1,126	+4%	+$251K	0.25%	96
2024 Q3	$5.9M	Sell	25,572 -4,200	-14%	-$965K	0.18%	142
2024 Q2	$7.34M	Buy	29,772 +857	+3%	+$196K	0.23%	99
2024 Q1	$6.53M	Buy	28,915 +5,914	+26%	+$1.23M	0.22%	115
2023 Q4	$4.15M	Buy	+23,001	New	+$3.86M	0.15%	181
2021 Q4	–	Sell	-1,434	Closed	-$213K	–	794
2021 Q3	$213K	Buy	+1,434	New	+$218K	0.02%	680
2021 Q1	–	Sell	-3,570	Closed	-$451K	–	766
2020 Q4	$451K	Buy	3,570 +108	+3%	+$12.4K	0.04%	389
2020 Q3	$351K	Buy	3,462 +261	+8%	+$25.5K	0.04%	385
2020 Q2	$289K	Buy	3,201 +243	+8%	+$19.6K	0.04%	391
2020 Q1	$202K	Buy	+2,958	New	+$234K	0.04%	409

Other funds holding SOXX

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Dynamic Advisor Solutions's SOXX Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Semiconductor ETF (SOXX) stake by 1.7% in Q2 2026, selling an estimated $193K and leaving 21,586 shares worth $13.8M. The position accounts for 0.39% of the portfolio, ranked #59.

Dynamic Advisor Solutions first reported a position in SOXX in Q1 2020 and has held it in 16 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Dynamic Advisor Solutions held 21,586 shares of iShares Semiconductor ETF worth $13.8M as of Q2 2026.
Dynamic Advisor Solutions sold 381 iShares Semiconductor ETF shares in Q2 2026, an estimated $193K.
iShares Semiconductor ETF made up 0.39% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #59 holding.
Dynamic Advisor Solutions first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 16 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.