Freestone Capital Holdings’s iShares Semiconductor ETF SOXX Stock Holding History

Freestone Capital Holdings’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	$529K	Buy	826 +10	+1%	+$5.08K	0.01%	372
2026 Q1	$268K	Hold	816	–	–	0.01%	462
2025 Q4	$246K	Buy	816 +19	+2%	+$5.6K	0.01%	471
2025 Q3	$216K	Buy	+797	New	+$199K	0.01%	494
2024 Q4	–	Sell	-1,116	Closed	-$257K	–	470
2024 Q3	$257K	Buy	1,116 +226	+25%	+$51.9K	0.01%	377
2024 Q2	$220K	Buy	+890	New	+$204K	0.01%	424

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

Freestone Capital Holdings's SOXX Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares Semiconductor ETF (SOXX) stake by 1.2% in Q2 2026, buying an estimated $5.08K and bringing the position to 826 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #372.

Freestone Capital Holdings first reported a position in SOXX in Q2 2024 and has held it in 6 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Freestone Capital Holdings held 826 shares of iShares Semiconductor ETF worth $529K as of Q2 2026.
Freestone Capital Holdings bought 10 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.08K.
iShares Semiconductor ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #372 holding.
Freestone Capital Holdings first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 6 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.