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Ferguson Wellman Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Ferguson Wellman Capital 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 		$791K Hold
1,234
– – 0.01% 253
2026
Q1 		$406K Sell
1,234
-25
-2% -$8.53K 0.01% 311
2025
Q4 		$379K Sell
1,259
-31
-2% -$9.14K 0.01% 282
2025
Q3 		$350K Buy
+1,290
New +$322K 0.01% 288

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ferguson Wellman Capital Management's SOXX Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,234 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #253.

Ferguson Wellman Capital Management first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Ferguson Wellman Capital Management held 1,234 shares of iShares Semiconductor ETF worth $791K as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #253 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.