Essex Savings Bank’s iShares Semiconductor ETF SOXX Stock Holding History

Essex Savings Bank’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	$688K	Hold	1,074	–	–	0.15%	139
2026 Q1	$353K	Hold	1,074	–	–	0.08%	203
2025 Q4	$323K	Hold	1,074	–	–	0.07%	218
2025 Q3	$291K	Hold	1,074	–	–	0.07%	230
2025 Q2	$256K	Hold	1,074	–	–	0.06%	247
2025 Q1	$202K	Hold	1,074	–	–	0.05%	293
2024 Q4	$231K	Hold	1,074	–	–	0.06%	258
2024 Q3	$248K	Hold	1,074	–	–	0.06%	250
2024 Q2	$265K	Buy	1,074 +716	+200%	+$164K	0.07%	214
2024 Q1	$206K	Sell	358 -716	-67%	-$149K	0.06%	252
2023 Q4	$206K	Buy	+1,074	New	+$180K	0.06%	252
2023 Q2	–	Sell	-1,665	Closed	-$247K	–	234
2023 Q1	$247K	Buy	+1,665	New	+$227K	0.09%	195

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Essex Savings Bank's SOXX Position: Q2 2026 in Review

Essex Savings Bank held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,074 shares worth $688K. The position accounts for 0.15% of the portfolio, ranked #139.

Essex Savings Bank first reported a position in SOXX in Q1 2023 and has held it in 12 quarters since. 556 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Essex Savings Bank held 1,074 shares of iShares Semiconductor ETF worth $688K as of Q2 2026.
Essex Savings Bank left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #139 holding.
Essex Savings Bank first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 12 quarters since.
556 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.