Fiduciary Alliance’s iShares Semiconductor ETF SOXX Stock Holding History

Fiduciary Alliance’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	$1.03M	Buy	1,608 +182	+13%	+$92.4K	0.07%	264
2026 Q1	$573K	Sell	1,426 -249	-15%	-$85K	0.03%	349
2025 Q4	$504K	Sell	1,675 -233	-12%	-$68.7K	0.03%	341
2025 Q3	$517K	Buy	+1,908	New	+$476K	0.03%	341
2023 Q3	–	Sell	-216	Closed	-$36.5K	–	826
2023 Q2	$36.5K	Buy	+216	New	+$32.4K	0.01%	349
2023 Q1	–	Sell	-21	Closed	-$2.44K	–	759
2022 Q4	$2.44K	Buy	+21	New	+$2.44K	﹤0.01%	659

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

Fiduciary Alliance's SOXX Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares Semiconductor ETF (SOXX) stake by 13% in Q2 2026, buying an estimated $92.4K and bringing the position to 1,608 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #264.

Fiduciary Alliance first reported a position in SOXX in Q4 2022 and has held it in 6 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Fiduciary Alliance held 1,608 shares of iShares Semiconductor ETF worth $1.03M as of Q2 2026.
Fiduciary Alliance bought 182 iShares Semiconductor ETF shares in Q2 2026, an estimated $92.4K.
iShares Semiconductor ETF made up 0.07% of Fiduciary Alliance's portfolio in Q2 2026, its #264 holding.
Fiduciary Alliance first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 6 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.