FWL Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

FWL Investment Management’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	$127K	Buy	198 +191	+2,729%	+$97K	0.02%	134
2026 Q1	$2.3K	Hold	7	–	–	﹤0.01%	319
2025 Q4	$2.11K	Hold	7	–	–	﹤0.01%	336
2025 Q3	$1.9K	Hold	7	–	–	﹤0.01%	312
2025 Q2	$1.67K	Sell	7 -236	-97%	-$47.3K	﹤0.01%	297
2025 Q1	$45.7K	Buy	243 +138	+131%	+$29.5K	0.02%	142
2024 Q4	$22.6K	Buy	105 +44	+72%	+$9.82K	0.01%	196
2024 Q3	$14.1K	Buy	61 +55	+917%	+$12.6K	0.01%	215
2024 Q2	$1.48K	Hold	6	–	–	﹤0.01%	221
2024 Q1	$1.36K	Hold	6	–	–	﹤0.01%	215
2023 Q4	$1.15K	Sell	6 -39	-87%	-$6.54K	﹤0.01%	219
2023 Q3	$7.11K	Buy	+45	New	+$7.49K	﹤0.01%	152

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

FWL Investment Management's SOXX Position: Q2 2026 in Review

FWL Investment Management increased its iShares Semiconductor ETF (SOXX) stake by 2,729% in Q2 2026, buying an estimated $97K and bringing the position to 198 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #134.

FWL Investment Management first reported a position in SOXX in Q3 2023 and has held it in 12 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

FWL Investment Management held 198 shares of iShares Semiconductor ETF worth $127K as of Q2 2026.
FWL Investment Management bought 191 iShares Semiconductor ETF shares in Q2 2026, an estimated $97K.
iShares Semiconductor ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #134 holding.
FWL Investment Management first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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