Fortitude Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Fortitude Advisory Group’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	$1.77M	Sell	2,755 -277	-9%	-$141K	0.67%	26
2026 Q1	$996K	Sell	3,032 -24	-0.8%	-$8.19K	0.45%	45
2025 Q4	$920K	Buy	3,056 +181	+6%	+$53.4K	0.39%	43
2025 Q3	$779K	Hold	2,875	–	–	0.42%	41
2025 Q2	$686K	Hold	2,875	–	–	0.39%	47
2025 Q1	$481K	Hold	2,875	–	–	0.35%	58
2024 Q4	$619K	Hold	2,875	–	–	0.37%	50
2024 Q3	$663K	Hold	2,875	–	–	0.42%	46
2024 Q2	$709K	Sell	2,875 -82	-3%	-$18.8K	0.42%	42
2024 Q1	$668K	Sell	2,957 -34	-1%	-$7.07K	0.38%	53
2023 Q4	$574K	Buy	2,991 +3	+0.1%	+$503	0.35%	58
2023 Q3	$472K	Buy	2,988 +57	+2%	+$9.49K	0.32%	68
2023 Q2	$496K	Sell	2,931 -180	-6%	-$27K	0.36%	61
2023 Q1	$461K	Hold	3,111	–	–	0.36%	72
2022 Q4	$361K	Hold	3,111	–	–	0.31%	89
2022 Q3	$330K	Buy	3,111 +27	+0.9%	+$3.38K	0.31%	89
2022 Q2	$360K	Hold	3,084	–	–	0.33%	86
2022 Q1	$487K	Buy	3,084 +36	+1%	+$5.76K	0.26%	70
2021 Q4	$551K	Buy	+3,048	New	+$511K	0.28%	59

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

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 Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fortitude Advisory Group's SOXX Position: Q2 2026 in Review

Fortitude Advisory Group reduced its iShares Semiconductor ETF (SOXX) stake by 9.1% in Q2 2026, selling an estimated $141K and leaving 2,755 shares worth $1.77M. The position accounts for 0.67% of the portfolio, ranked #26.

Fortitude Advisory Group first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 466 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Fortitude Advisory Group held 2,755 shares of iShares Semiconductor ETF worth $1.77M as of Q2 2026.
Fortitude Advisory Group sold 277 iShares Semiconductor ETF shares in Q2 2026, an estimated $141K.
iShares Semiconductor ETF made up 0.67% of Fortitude Advisory Group's portfolio in Q2 2026, its #26 holding.
Fortitude Advisory Group first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
466 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.