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

Evolution 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	$12.3M	Buy	19,140 +7,831	+69%	+$3.98M	1.43%	13
2026 Q1	$3.72M	Buy	11,309 +8	+0.1%	+$2.73K	0.38%	38
2025 Q4	$3.4M	Buy	11,301 +608	+6%	+$179K	0.34%	39
2025 Q3	$2.9M	Buy	10,693 +569	+6%	+$142K	0.39%	43
2025 Q2	$2.42M	Sell	10,124 -1,395	-12%	-$280K	0.35%	46
2025 Q1	$2.17M	Buy	11,519 +4,147	+56%	+$885K	0.36%	47
2024 Q4	$1.59M	Sell	7,372 -2,130	-22%	-$475K	0.27%	51
2024 Q3	$2.19M	Buy	9,502 +7,780	+452%	+$1.79M	0.39%	44
2024 Q2	$425K	Buy	+1,722	New	+$394K	0.08%	88

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

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

Evolution Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 69% in Q2 2026, buying an estimated $3.98M and bringing the position to 19,140 shares worth $12.3M. The position accounts for 1.43% of the portfolio, ranked #13.

Evolution Wealth Advisors first reported a position in SOXX in Q2 2024 and has held it in 9 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Evolution Wealth Advisors held 19,140 shares of iShares Semiconductor ETF worth $12.3M as of Q2 2026.
Evolution Wealth Advisors bought 7,831 iShares Semiconductor ETF shares in Q2 2026, an estimated $3.98M.
iShares Semiconductor ETF made up 1.43% of Evolution Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Evolution Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.