Forvis Mazars Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Forvis Mazars 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	$506K	Hold	790	–	–	0.01%	300
2026 Q1	$260K	Buy	790 +7	+0.9%	+$2.39K	﹤0.01%	373
2025 Q4	$236K	Hold	783	–	–	﹤0.01%	382
2025 Q3	$212K	Buy	+783	New	+$195K	﹤0.01%	390

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

Forvis Mazars Wealth Advisors's SOXX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 790 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #300.

Forvis Mazars Wealth Advisors first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Forvis Mazars Wealth Advisors held 790 shares of iShares Semiconductor ETF worth $506K as of Q2 2026.
Forvis Mazars Wealth Advisors left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #300 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.