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Financial Life Planners’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Life Planners’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 		$23.4K Hold
36
– – 0.02% 183
2026
Q1 		$12K Buy
+36
New +$12.3K 0.01% 224
2025
Q4 		– Sell
-36
Closed -$9.87K – 285
2025
Q3 		$9.87K Buy
+36
New +$8.98K 0.01% 249
2025
Q1 		– Sell
-53
Closed -$11.5K – 329
2024
Q4 		$11.5K Buy
+53
New +$11.8K 0.01% 249

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

Financial Life Planners's SOXX Position: Q2 2026 in Review

Financial Life Planners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 36 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #183.

Financial Life Planners first reported a position in SOXX in Q4 2024 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Financial Life Planners held 36 shares of iShares Semiconductor ETF worth $23.4K as of Q2 2026.
  • Financial Life Planners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #183 holding.
  • Financial Life Planners first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.