First Heartland Consultants’s iShares Semiconductor ETF SOXX Stock Holding History

First Heartland Consultants’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	$2.62M	Buy	4,094 +861	+27%	+$437K	0.17%	122
2026 Q1	$1.06M	Sell	3,233 -62	-2%	-$21.2K	0.08%	178
2025 Q4	$992K	Buy	3,295 +37	+1%	+$10.9K	0.08%	188
2025 Q3	$883K	Buy	3,258 +58	+2%	+$14.5K	0.07%	191
2025 Q2	$764K	Sell	3,200 -38	-1%	-$7.62K	0.07%	197
2025 Q1	$609K	Sell	3,238 -10	-0.3%	-$2.13K	0.06%	204
2024 Q4	$700K	Buy	3,248 +55	+2%	+$12.3K	0.07%	188
2024 Q3	$736K	Sell	3,193 -194	-6%	-$44.6K	0.08%	179
2024 Q2	$835	Sell	3,387 -31	-0.9%	-$7.09K	0.06%	192
2024 Q1	$772K	Buy	3,418 +397	+13%	+$82.5K	0.08%	188
2023 Q4	$580K	Sell	3,021 -72	-2%	-$12.1K	0.07%	194
2023 Q3	$488K	Buy	3,093 +336	+12%	+$55.9K	0.06%	214
2023 Q2	$466K	Buy	2,757 +456	+20%	+$68.4K	0.06%	224
2023 Q1	$341K	Buy	+2,301	New	+$314K	0.05%	255

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

First Heartland Consultants's SOXX Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Semiconductor ETF (SOXX) stake by 27% in Q2 2026, buying an estimated $437K and bringing the position to 4,094 shares worth $2.62M. The position accounts for 0.17% of the portfolio, ranked #122.

First Heartland Consultants first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

First Heartland Consultants held 4,094 shares of iShares Semiconductor ETF worth $2.62M as of Q2 2026.
First Heartland Consultants bought 861 iShares Semiconductor ETF shares in Q2 2026, an estimated $437K.
iShares Semiconductor ETF made up 0.17% of First Heartland Consultants's portfolio in Q2 2026, its #122 holding.
First Heartland Consultants first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.