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

Empirical 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 		$1.99M Sell
3,106
-5
-0.2% -$2.54K 0.03% 273
2026
Q1 		$1.02M Sell
3,111
-905
-23% -$309K 0.02% 353
2025
Q4 		$1.21M Buy
4,016
+204
+5% +$60.2K 0.02% 308
2025
Q3 		$1.03M Sell
3,812
-474
-11% -$118K 0.02% 322
2025
Q2 		$1.02M Sell
4,286
-816
-16% -$164K 0.02% 312
2025
Q1 		$960K Buy
5,102
+836
+20% +$179K 0.02% 306
2024
Q4 		$919K Buy
4,266
+125
+3% +$27.9K 0.02% 287
2024
Q3 		$955K Sell
4,141
-110
-3% -$25.3K 0.03% 272
2024
Q2 		$1.05M Sell
4,251
-15
-0.4% -$3.43K 0.03% 258
2024
Q1 		$964K Buy
4,266
+15
+0.4% +$3.12K 0.03% 261
2023
Q4 		$816K Buy
4,251
+120
+3% +$20.1K 0.03% 258
2023
Q3 		$652K Buy
4,131
+270
+7% +$45K 0.03% 270
2023
Q2 		$653K Buy
+3,861
New +$579K 0.03% 270
2020
Q4 		– Sell
-6,507
Closed -$661K – 394
2020
Q3 		$661K Buy
6,507
+321
+5% +$31.4K 0.06% 173
2020
Q2 		$558K Buy
6,186
+36
+0.6% +$2.91K 0.05% 193
2020
Q1 		$421K Buy
+6,150
New +$487K 0.05% 205

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 0.16% in Q2 2026, selling an estimated $2.54K and leaving 3,106 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #273.

Empirical Wealth Management first reported a position in SOXX in Q1 2020 and has held it in 16 quarters since. 475 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Empirical Wealth Management held 3,106 shares of iShares Semiconductor ETF worth $1.99M as of Q2 2026.
  • Empirical Wealth Management sold 5 iShares Semiconductor ETF shares in Q2 2026, an estimated $2.54K.
  • iShares Semiconductor ETF made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Empirical Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 16 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.