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Gladstone Institutional Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Gladstone Institutional Advisory’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 		$1.72M Buy
2,681
+126
+5% +$64K 0.05% 319
2026
Q1 		$840K Sell
2,555
-28
-1% -$9.56K 0.03% 414
2025
Q4 		$778K Buy
2,583
+33
+1% +$9.73K 0.03% 416
2025
Q3 		$691K Sell
2,550
-306
-11% -$76.3K 0.03% 442
2025
Q2 		$682K Sell
2,856
-22
-0.8% -$4.41K 0.03% 418
2025
Q1 		$542K Buy
2,878
+12
+0.4% +$2.56K 0.03% 445
2024
Q4 		$618K Sell
2,866
-196
-6% -$43.7K 0.03% 416
2024
Q3 		$706K Buy
3,062
+866
+39% +$199K 0.03% 371
2024
Q2 		$542K Buy
2,196
+239
+12% +$54.7K 0.03% 409
2024
Q1 		$442K Sell
1,957
-206
-10% -$42.8K 0.02% 446
2023
Q4 		$415K Buy
2,163
+375
+21% +$62.9K 0.02% 452
2023
Q3 		$282K Sell
1,788
-1,794
-50% -$299K 0.02% 509
2023
Q2 		$606K Buy
3,582
+735
+26% +$110K 0.04% 367
2023
Q1 		$422K Sell
2,847
-1,350
-32% -$184K 0.03% 449
2022
Q4 		$487K Sell
4,197
-279
-6% -$32.4K 0.03% 401
2022
Q3 		$476K Buy
4,476
+1,095
+32% +$137K 0.04% 403
2022
Q2 		$394K Sell
3,381
-489
-13% -$65.9K 0.03% 458
2022
Q1 		$611K Buy
3,870
+1,542
+66% +$247K 0.04% 383
2021
Q4 		$421K Sell
2,328
-315
-12% -$52.8K 0.03% 418
2021
Q3 		$393K Hold
2,643
– – 0.04% 383
2021
Q2 		$400K Sell
2,643
-45
-2% -$6.44K 0.05% 336
2021
Q1 		$380K Sell
2,688
-15
-0.6% -$2.05K 0.06% 280
2020
Q4 		$342K Buy
2,703
+603
+29% +$69.2K 0.07% 208
2020
Q3 		$213K Buy
+2,100
New +$205K 0.05% 248
2020
Q1 		– Sell
-3,543
Closed -$297K – 313
2019
Q4 		$297K Sell
3,543
-570
-14% -$43.8K 0.07% 193
2019
Q3 		$290K Sell
4,113
-399
-9% -$27.5K 0.07% 211
2019
Q2 		$298K Buy
+4,512
New +$295K 0.09% 201

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gladstone Institutional Advisory's SOXX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Semiconductor ETF (SOXX) stake by 4.9% in Q2 2026, buying an estimated $64K and bringing the position to 2,681 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #319.

Gladstone Institutional Advisory first reported a position in SOXX in Q2 2019 and has held it in 27 quarters since. 392 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Gladstone Institutional Advisory held 2,681 shares of iShares Semiconductor ETF worth $1.72M as of Q2 2026.
  • Gladstone Institutional Advisory bought 126 iShares Semiconductor ETF shares in Q2 2026, an estimated $64K.
  • iShares Semiconductor ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #319 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Semiconductor ETF in Q2 2019 and has held it in 27 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.