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Finley Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Finley Financial’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 		$2.1M Hold
3,282
– – 0.85% 22
2026
Q1 		$1.08M Hold
3,282
– – 0.51% 29
2025
Q4 		$988K Buy
3,282
+197
+6% +$58.1K 0.45% 33
2025
Q3 		$836K Hold
3,085
– – 0.39% 33
2025
Q2 		$736K Hold
3,085
– – 0.37% 40
2025
Q1 		$563K Buy
3,085
+1,000
+48% +$214K 0.31% 40
2024
Q4 		$465K Buy
+2,085
New +$465K 0.24% 48

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Finley Financial's SOXX Position: Q2 2026 in Review

Finley Financial held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 3,282 shares worth $2.1M. The position accounts for 0.85% of the portfolio, ranked #22.

Finley Financial first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Finley Financial held 3,282 shares of iShares Semiconductor ETF worth $2.1M as of Q2 2026.
  • Finley Financial left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.85% of Finley Financial's portfolio in Q2 2026, its #22 holding.
  • Finley Financial first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.