Elevation Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Elevation Wealth Partners’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	$54.7K	Buy	85 +57	+204%	+$28.9K	0.02%	282
2026 Q1	$9.31K	Hold	28	–	–	﹤0.01%	527
2025 Q4	$8.53K	Hold	28	–	–	﹤0.01%	513
2025 Q3	$7.67K	Hold	28	–	–	﹤0.01%	417
2025 Q2	$6.74K	Hold	28	–	–	﹤0.01%	390
2025 Q1	$5.3K	Hold	28	–	–	﹤0.01%	399
2024 Q4	$6.06K	Hold	28	–	–	﹤0.01%	401
2024 Q3	$6.47K	Buy	+28	New	+$6.43K	﹤0.01%	381

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevation Wealth Partners's SOXX Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 204% in Q2 2026, buying an estimated $28.9K and bringing the position to 85 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #282.

Elevation Wealth Partners first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 487 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Elevation Wealth Partners held 85 shares of iShares Semiconductor ETF worth $54.7K as of Q2 2026.
Elevation Wealth Partners bought 57 iShares Semiconductor ETF shares in Q2 2026, an estimated $28.9K.
iShares Semiconductor ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #282 holding.
Elevation Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
487 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.