Foundations Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Foundations Investment 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	$233M	Sell	364,192 -52,001	-12%	-$26.4M	2.4%	4
2026 Q1	$137M	Buy	416,193 +10,086	+2%	+$3.44M	1.69%	9
2025 Q4	$122M	Buy	406,107 +75,257	+23%	+$22.2M	1.6%	10
2025 Q3	$89.7M	Buy	330,850 +329,650	+27,471%	+$82.2M	1.3%	18
2025 Q2	$286K	Buy	+1,200	New	+$240K	﹤0.01%	755
2024 Q3	–	Sell	-4,717	Closed	-$1.16M	–	858
2024 Q2	$1.16M	Sell	4,717 -1,476	-24%	-$338K	0.03%	312
2024 Q1	$1.4M	Buy	6,193 +3,805	+159%	+$791K	0.04%	271
2023 Q4	$469K	Buy	2,388 +774	+48%	+$130K	0.01%	450
2023 Q3	$255K	Buy	+1,614	New	+$269K	0.01%	550

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

Foundations Investment Advisors's SOXX Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 12% in Q2 2026, selling an estimated $26.4M and leaving 364,192 shares worth $233M. The position accounts for 2.4% of the portfolio, ranked #4.

Foundations Investment Advisors first reported a position in SOXX in Q3 2023 and has held it in 9 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Foundations Investment Advisors held 364,192 shares of iShares Semiconductor ETF worth $233M as of Q2 2026.
Foundations Investment Advisors sold 52,001 iShares Semiconductor ETF shares in Q2 2026, an estimated $26.4M.
iShares Semiconductor ETF made up 2.4% of Foundations Investment Advisors's portfolio in Q2 2026, its #4 holding.
Foundations Investment Advisors first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 9 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.