Flagship Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Flagship Wealth Advisors’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	$645K	Buy	1,006 +660	+191%	+$335K	0.14%	80
2026 Q1	$82.6K	Sell	346 -608	-64%	-$208K	0.04%	155
2025 Q4	$287K	Buy	954 +329	+53%	+$97K	0.08%	100
2025 Q3	$169K	Sell	625 -371	-37%	-$92.5K	0.06%	132
2025 Q2	$238K	Sell	996 -66	-6%	-$13.2K	0.09%	104
2025 Q1	$200K	Buy	1,062 +133	+14%	+$28.4K	0.08%	108
2024 Q4	$200K	Buy	+929	New	+$207K	0.12%	94

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

Flagship Wealth Advisors's SOXX Position: Q2 2026 in Review

Flagship Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 191% in Q2 2026, buying an estimated $335K and bringing the position to 1,006 shares worth $645K. The position accounts for 0.14% of the portfolio, ranked #80.

Flagship Wealth Advisors first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Flagship Wealth Advisors held 1,006 shares of iShares Semiconductor ETF worth $645K as of Q2 2026.
Flagship Wealth Advisors bought 660 iShares Semiconductor ETF shares in Q2 2026, an estimated $335K.
iShares Semiconductor ETF made up 0.14% of Flagship Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Flagship Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.