Focus Partners Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Focus Partners Wealth’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	$50.8M	Sell	79,278 -8,888	-10%	-$4.51M	0.05%	313
2026 Q1	$29M	Buy	88,166 +9,354	+12%	+$3.19M	0.03%	406
2025 Q4	$23.7M	Buy	78,812 +7,195	+10%	+$2.12M	0.03%	444
2025 Q3	$19.4M	Buy	71,617 +9,898	+16%	+$2.47M	0.03%	406
2025 Q2	$14.7M	Buy	61,719 +13,188	+27%	+$2.64M	0.03%	424
2025 Q1	$9.13M	Sell	48,531 -1,712	-3%	-$366K	0.02%	493
2024 Q4	$10.8M	Buy	50,243 +42,066	+514%	+$9.38M	0.03%	450
2024 Q3	$1.89M	Sell	8,177 -65,599	-89%	-$15.1M	0.01%	776
2024 Q2	$18.7M	Buy	73,776 +48,053	+187%	+$11M	0.06%	258
2024 Q1	$5.81M	Buy	25,723 +24,550	+2,093%	+$5.1M	0.05%	297
2023 Q4	$225K	Buy	+1,173	New	+$197K	﹤0.01%	732

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

Focus Partners Wealth's SOXX Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 10% in Q2 2026, selling an estimated $4.51M and leaving 79,278 shares worth $50.8M. The position accounts for 0.05% of the portfolio, ranked #313.

Focus Partners Wealth first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Focus Partners Wealth held 79,278 shares of iShares Semiconductor ETF worth $50.8M as of Q2 2026.
Focus Partners Wealth sold 8,888 iShares Semiconductor ETF shares in Q2 2026, an estimated $4.51M.
iShares Semiconductor ETF made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #313 holding.
Focus Partners Wealth first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.