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Fiduciary Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Fiduciary Financial Group’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 		$833K Buy
1,301
+571
+78% +$290K 0.09% 134
2026
Q1 		$240K Buy
730
+17
+2% +$5.8K 0.03% 313
2025
Q4 		$215K Buy
+713
New +$210K 0.03% 309

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Financial Group's SOXX Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Semiconductor ETF (SOXX) stake by 78% in Q2 2026, buying an estimated $290K and bringing the position to 1,301 shares worth $833K. The position accounts for 0.09% of the portfolio, ranked #134.

Fiduciary Financial Group first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Fiduciary Financial Group held 1,301 shares of iShares Semiconductor ETF worth $833K as of Q2 2026.
  • Fiduciary Financial Group bought 571 iShares Semiconductor ETF shares in Q2 2026, an estimated $290K.
  • iShares Semiconductor ETF made up 0.09% of Fiduciary Financial Group's portfolio in Q2 2026, its #134 holding.
  • Fiduciary Financial Group first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.