Envestnet Portfolio Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Envestnet Portfolio 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	$682K	Buy	+1,064	New	+$540K	﹤0.01%	861
2026 Q1	–	Sell	-2,975	Closed	-$896K	–	1489
2025 Q4	$896K	Sell	2,975 -244	-8%	-$72K	﹤0.01%	790
2025 Q3	$873K	Sell	3,219 -378	-11%	-$94.3K	﹤0.01%	785
2025 Q2	$859K	Buy	3,597 +1,066	+42%	+$214K	﹤0.01%	853
2025 Q1	$476K	Buy	2,531 +187	+8%	+$39.9K	﹤0.01%	1069
2024 Q4	$505K	Sell	2,344 -1,350	-37%	-$301K	﹤0.01%	1237
2024 Q3	$852K	Sell	3,694 -1,952	-35%	-$448K	﹤0.01%	955
2024 Q2	$1.39M	Buy	5,646 +1,197	+27%	+$274K	﹤0.01%	754
2024 Q1	$1.01M	Sell	4,449 -600	-12%	-$125K	﹤0.01%	839
2023 Q4	$970K	Sell	5,049 -525	-9%	-$88.1K	﹤0.01%	803
2023 Q3	$880K	Buy	+5,574	New	+$928K	﹤0.01%	781

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

Envestnet Portfolio Solutions's SOXX Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 1,064 shares worth $682K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in SOXX as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in SOXX in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q2 2024. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Envestnet Portfolio Solutions held 1,064 shares of iShares Semiconductor ETF worth $682K as of Q2 2026.
iShares Semiconductor ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #861 holding.
Envestnet Portfolio Solutions first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's iShares Semiconductor ETF position peaked at $1.39M in Q2 2024.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.