EverSource Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

EverSource Wealth Advisors’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	$1.09M	Buy	1,701 +894	+111%	+$454K	0.04%	336
2026 Q1	$265K	Sell	807 -469	-37%	-$160K	0.01%	908
2025 Q4	$384K	Buy	1,276 +535	+72%	+$158K	0.01%	638
2025 Q3	$201K	Buy	741 +251	+51%	+$62.6K	0.01%	905
2025 Q2	$117K	Buy	490 +21	+4%	+$4.21K	0.01%	1117
2025 Q1	$88.3K	Buy	469 +17	+4%	+$3.63K	﹤0.01%	962
2024 Q4	$97.4K	Buy	452 +170	+60%	+$37.9K	0.01%	906
2024 Q3	$65K	Buy	282 +144	+104%	+$33.1K	﹤0.01%	955
2024 Q2	$32.5K	Buy	138 +63	+84%	+$14.4K	﹤0.01%	1293
2024 Q1	$16K	Sell	75 -21	-22%	-$4.37K	﹤0.01%	1466
2023 Q4	$18.5K	Hold	96	–	–	﹤0.01%	1270
2023 Q3	$15.2K	Hold	96	–	–	﹤0.01%	1235
2023 Q2	$16.2K	Buy	96 +21	+28%	+$3.15K	﹤0.01%	1231
2023 Q1	$11.1K	Hold	75	–	–	﹤0.01%	1310
2022 Q4	$8.7K	Buy	+75	New	+$8.71K	﹤0.01%	1381

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

EverSource Wealth Advisors's SOXX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 111% in Q2 2026, buying an estimated $454K and bringing the position to 1,701 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #336.

EverSource Wealth Advisors first reported a position in SOXX in Q4 2022 and has held it in 15 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

EverSource Wealth Advisors held 1,701 shares of iShares Semiconductor ETF worth $1.09M as of Q2 2026.
EverSource Wealth Advisors bought 894 iShares Semiconductor ETF shares in Q2 2026, an estimated $454K.
iShares Semiconductor ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #336 holding.
EverSource Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.